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
$967M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$1.36M
3
+$1M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1M
5
PFE icon
Pfizer
PFE
+$1M

Top Sells

1
+$33.2M
2
+$6.08M
3
+$1.36M
4
MA icon
Mastercard
MA
+$1.01M
5
GWR
Genesee & Wyoming Inc.
GWR
+$906K

Sector Composition

1 Healthcare 16.55%
2 Industrials 15.21%
3 Financials 12.79%
4 Technology 12.7%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$279K 0.03%
4,622
-8,147
177
$276K 0.03%
6,140
178
$276K 0.03%
+2,550
179
$272K 0.03%
6,650
-2,723
180
$271K 0.03%
3,440
-710
181
$260K 0.03%
8,228
182
$256K 0.03%
5,020
-30
183
$253K 0.03%
10,950
184
$252K 0.03%
4,320
185
$247K 0.03%
12,000
186
$241K 0.02%
1,000
187
$239K 0.02%
+6,560
188
$235K 0.02%
2,903
189
$234K 0.02%
2,600
190
$230K 0.02%
3,080
191
$229K 0.02%
+2,393
192
$223K 0.02%
+1,437
193
$221K 0.02%
4,142
-280
194
$219K 0.02%
1,842
195
$216K 0.02%
4,050
196
$215K 0.02%
6,280
197
$212K 0.02%
+1,492
198
$210K 0.02%
1,710
199
$206K 0.02%
+2,274
200
$203K 0.02%
+1,500
5 6 7
8
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