GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 20.57%
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$829M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$2.59M
3
+$2.39M
4
REG icon
Regency Centers
REG
+$2.22M
5
XOM icon
Exxon Mobil
XOM
+$1.81M

Top Sells

1
+$13.1M
2
+$12.7M
3
+$10.6M
4
FPO
First Potomac Realty Trust
FPO
+$1.91M
5
DD
Du Pont De Nemours E I
DD
+$1.86M

Sector Composition

1 Healthcare 19.97%
2 Industrials 14.23%
3 Technology 12.56%
4 Financials 10.59%
5 Consumer Staples 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$302K 0.04%
8,500
-7,500
177
$300K 0.04%
6,389
178
$296K 0.04%
+5,505
179
$288K 0.03%
8,228
180
$287K 0.03%
6,707
181
$287K 0.03%
5,800
182
$279K 0.03%
1,635
183
$279K 0.03%
2,505
184
$273K 0.03%
4,246
185
$272K 0.03%
4,550
186
$267K 0.03%
3,437
187
$267K 0.03%
6,800
188
$263K 0.03%
3,214
+17
189
$263K 0.03%
2,439
190
$263K 0.03%
+3,715
191
$260K 0.03%
9,845
-1,530
192
$256K 0.03%
2,962
193
$256K 0.03%
+6,000
194
$251K 0.03%
2,100
195
$250K 0.03%
13,830
196
$248K 0.03%
1,878
+39
197
$244K 0.03%
1,710
198
$242K 0.03%
+9,300
199
$238K 0.03%
7,050
-13,890
200
$238K 0.03%
1,800
5 6 7
8
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