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GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
+0.9%
1 Year Est. Return
+25.04%
3 Year Est. Return
+69.83%
5 Year Est. Return
+92.52%
10 Year Est. Return
+295.91%
AUM
$1.73B
AUM Growth
-$25.2M
Cap. Flow
-$4.72M
Cap. Flow %
-0.27%
Top 10 Hldgs %
41.35%
Holding
277
New
13
Increased
76
Reduced
84
Closed
9

Top Buys

1
PANW icon
Palo Alto Networks
PANW
+$12.1M
2
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$5.02M
3
AMZN icon
Amazon
AMZN
+$4.51M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.6M
5
BX icon
Blackstone
BX
+$1.17M

Top Sells

1
VST icon
Vistra
VST
+$13.4M
2
TXN icon
Texas Instruments
TXN
+$5.87M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.93M
4
HI
Hillenbrand
HI
+$1.58M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Sector Composition

1 Technology 23.29%
2 Industrials 14.54%
3 Financials 14.12%
4 Healthcare 9.38%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICE icon
176
Intercontinental Exchange
ICE
$79.1B
$504K 0.03%
3,203
– –
ZTS icon
177
Zoetis
ZTS
$31.2B
$498K 0.03%
4,210
– –
BLK icon
178
Blackrock
BLK
$169B
$492K 0.03%
512
+6
+1% +$6.31K
KLAC icon
179
KLA
KLAC
$293B
$477K 0.03%
3,240
– –
PAYX icon
180
Paychex
PAYX
$39.1B
$476K 0.03%
5,162
– –
BND icon
181
Vanguard Total Bond Market
BND
$159B
$474K 0.03%
6,442
+1,872
+41% +$139K
ISRG icon
182
Intuitive Surgical
ISRG
$138B
$458K 0.03%
993
– –
ALLE icon
183
Allegion
ALLE
$11.7B
$450K 0.03%
3,095
– –
ADI icon
184
Analog Devices
ADI
$190B
$450K 0.03%
1,413
– –
MSI icon
185
Motorola Solutions
MSI
$67.6B
$447K 0.03%
1,030
+2
+0.2% +$866
IVE icon
186
iShares S&P 500 Value ETF
IVE
$48.6B
$446K 0.03%
2,112
+128
+6% +$27.7K
VLO icon
187
Valero Energy
VLO
$86.9B
$439K 0.03%
1,776
+7
+0.4% +$1.44K
BWA icon
188
BorgWarner
BWA
$13.1B
$434K 0.03%
8,000
– –
MDY icon
189
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$433K 0.03%
702
-177
-20% -$112K
SCHX icon
190
Schwab US Large- Cap ETF
SCHX
$72.8B
$427K 0.02%
16,646
+1,012
+6% +$27.1K
TRP icon
191
TC Energy
TRP
$72B
$426K 0.02%
6,800
– –
CNH
192
CNH Industrial
CNH
$13.1B
$424K 0.02%
38,510
-11,535
-23% -$130K
ADM icon
193
Archer Daniels Midland
ADM
$39.7B
$422K 0.02%
5,800
– –
BKNG icon
194
Booking.com
BKNG
$142B
$421K 0.02%
2,500
– –
JBL icon
195
Jabil
JBL
$33.4B
$417K 0.02%
1,570
– –
VWO icon
196
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$416K 0.02%
7,695
-5
-0.1% -$280
KMI icon
197
Kinder Morgan
KMI
$71.6B
$406K 0.02%
12,109
– –
ITA icon
198
iShares US Aerospace & Defense ETF
ITA
$14.1B
$405K 0.02%
1,850
– –
WELL icon
199
Welltower
WELL
$165B
$400K 0.02%
2,024
– –
WST icon
200
West Pharmaceutical
WST
$25.4B
$391K 0.02%
1,559
– –
6 7
8
9 10

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