GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$787K

Top Sells

1
+$17.9M
2
+$13M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
RSG icon
Republic Services
RSG
+$877K

Sector Composition

1 Technology 21.34%
2 Healthcare 15.34%
3 Industrials 13.06%
4 Financials 12.77%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$500K 0.04%
14,859
-386,144
152
$492K 0.04%
4,044
153
$485K 0.04%
35,140
-9,900
154
$477K 0.03%
6,229
155
$472K 0.03%
6,287
156
$441K 0.03%
6,100
-400
157
$439K 0.03%
+50,030
158
$439K 0.03%
3,740
159
$431K 0.03%
2,904
160
$426K 0.03%
5,505
-115
161
$416K 0.03%
512
162
$405K 0.03%
3,737
163
$400K 0.03%
7,398
164
$396K 0.03%
9,635
-25
165
$394K 0.03%
6,000
166
$392K 0.03%
3,095
167
$392K 0.03%
5,095
-13
168
$383K 0.03%
4,247
-89
169
$365K 0.03%
6,520
-424
170
$364K 0.03%
5,995
-69
171
$355K 0.03%
100
172
$350K 0.03%
6,666
+150
173
$350K 0.03%
2,747
-485
174
$348K 0.03%
4,499
-63
175
$347K 0.03%
6,039
-1,335
5 6
7
8 9