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
$754M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.48M
3
+$5.43M
4
XOM icon
Exxon Mobil
XOM
+$1.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M

Top Sells

1
+$9.88M
2
+$2.6M
3
+$2.01M
4
DD icon
DuPont de Nemours
DD
+$1.02M
5
GE icon
GE Aerospace
GE
+$780K

Sector Composition

1 Healthcare 17.66%
2 Technology 15.81%
3 Industrials 11.85%
4 Consumer Discretionary 9.71%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$276K 0.04%
+2,250
177
$276K 0.04%
6,983
+105
178
$272K 0.04%
6,754
179
$262K 0.03%
3,231
180
$253K 0.03%
9,228
181
$247K 0.03%
9,309
182
$240K 0.03%
+12,000
183
$239K 0.03%
5,869
-510
184
$235K 0.03%
5,800
185
$234K 0.03%
4,550
186
$231K 0.03%
5,262
+1
187
$226K 0.03%
4,412
188
$225K 0.03%
3,037
-399
189
$220K 0.03%
+4,000
190
$213K 0.03%
4,000
191
$212K 0.03%
4,906
192
$202K 0.03%
3,500
193
$200K 0.03%
100,000
194
$199K 0.03%
+10,132
195
$195K 0.03%
+12,054
196
$103K 0.01%
17,800
+5,100
197
$87K 0.01%
+10,000
198
$19K ﹤0.01%
2,077
199
$12K ﹤0.01%
60,000
200
$1K ﹤0.01%
25,000
5 6 7
8
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