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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
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$8.58M
3 +$2M
4
KO icon
Coca-Cola
KO
+$1.02M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$955K

Top Sells

1 +$9.19M
2 +$5.47M
3 +$3.29M
4
RSG icon
Republic Services
RSG
+$1.89M
5
AXP icon
American Express
AXP
+$827K

Sector Composition

1 Healthcare 19.9%
2 Technology 13.98%
3 Industrials 13.24%
4 Consumer Discretionary 10.22%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$213K 0.03%
100,000
177
$211K 0.03%
+4,412
178
$210K 0.03%
+5,500
179
$206K 0.03%
+7,253
180
$202K 0.03%
17,054
181
$201K 0.03%
+2,500
182
$142K 0.02%
19,986
-960
183
$71K 0.01%
17,800
184
$7K ﹤0.01%
2,649
185
-1,710
186
-4,320
187
-5,165
188
-11,899
189
-20,325
190
-4,340
191
-2,250
192
-6,500
193
-5,264
194
-109,446
195
-3,262
196
-10,984
197
-7,067
198
-14,265
199
-22,000
200
-40,000