GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.75B
1-Year Est. Return 24.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.02%
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
+$14.4M
2
+$9.04M
3
+$5.71M
4
XOM icon
Exxon Mobil
XOM
+$1.73M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.54M

Top Sells

1
+$10.9M
2
+$2.76M
3
+$1.93M
4
DD icon
DuPont de Nemours
DD
+$1.02M
5
GE icon
GE Aerospace
GE
+$795K

Sector Composition

1 Healthcare 17.66%
2 Technology 15.81%
3 Industrials 11.85%
4 Consumer Discretionary 9.63%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$276K 0.04%
6,983
+105
177
$272K 0.04%
6,754
178
$262K 0.03%
3,231
179
$253K 0.03%
9,228
180
$247K 0.03%
9,309
181
$240K 0.03%
+12,000
182
$239K 0.03%
5,869
-510
183
$235K 0.03%
5,800
184
$234K 0.03%
4,550
185
$231K 0.03%
5,262
+1
186
$226K 0.03%
4,412
187
$225K 0.03%
3,037
-399
188
$220K 0.03%
+4,000
189
$213K 0.03%
4,000
190
$212K 0.03%
4,906
191
$202K 0.03%
3,500
192
$200K 0.03%
100,000
193
$199K 0.03%
+10,132
194
$195K 0.03%
+12,054
195
$103K 0.01%
17,800
+5,100
196
$87K 0.01%
+10,000
197
$19K ﹤0.01%
2,077
198
$12K ﹤0.01%
60,000
199
$1K ﹤0.01%
25,000
200
– –
-35,625
5 6 7
8
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