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
$883M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.82M
3
+$5.05M
4
ORCL icon
Oracle
ORCL
+$4.72M
5
CNDT icon
Conduent
CNDT
+$921K

Top Sells

1
+$8.31M
2
+$3M
3
+$1.84M
4
BCR
CR Bard Inc.
BCR
+$1.21M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.04M

Sector Composition

1 Healthcare 17.9%
2 Industrials 13.66%
3 Technology 13.21%
4 Financials 10.96%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$351K 0.04%
9,168
-220
177
$335K 0.04%
+5,000
178
$334K 0.04%
20,000
179
$326K 0.04%
12,300
+3,000
180
$325K 0.04%
+5,460
181
$318K 0.04%
6,389
182
$313K 0.04%
3,877
+440
183
$313K 0.04%
4,246
184
$304K 0.03%
6,157
-550
185
$302K 0.03%
8,228
186
$297K 0.03%
2,502
-3
187
$293K 0.03%
9,451
188
$291K 0.03%
+6,500
189
$282K 0.03%
5,800
190
$281K 0.03%
+4,425
191
$279K 0.03%
1,878
192
$279K 0.03%
2,439
193
$279K 0.03%
+3,860
194
$278K 0.03%
+9,410
195
$271K 0.03%
6,800
196
$270K 0.03%
4,097
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197
$269K 0.03%
+5,317
198
$266K 0.03%
7,050
199
$264K 0.03%
3,231
+17
200
$261K 0.03%
1,710
6 7
8
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