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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
$834M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.5M
3
+$9.4M
4
DIS icon
Walt Disney
DIS
+$6.07M
5
PLD icon
Prologis
PLD
+$2.93M

Top Sells

1
+$22.8M
2
+$12.6M
3
+$2.94M
4
MSFT icon
Microsoft
MSFT
+$1.77M
5
MA icon
Mastercard
MA
+$1.64M

Sector Composition

1 Healthcare 19.61%
2 Technology 13.51%
3 Financials 12.85%
4 Industrials 12.39%
5 Communication Services 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$215K 0.03%
4,542
+400
177
$215K 0.03%
124,000
+1,000
178
$214K 0.03%
11,500
179
$211K 0.03%
+2,570
180
$203K 0.02%
6,589
+200
181
$202K 0.02%
2,600
182
– –
-4,350
183
– –
-10,027
184
– –
-2,750
185
– –
-2,300
186
– –
-13,000
187
– –
-9,021
188
– –
-2,438
189
– –
-1,842
190
– –
-3,448
191
– –
-5,808
192
– –
-6,280
193
– –
-8,228
194
– –
-30,000
195
– –
-34,410
196
– –
-10,000
197
– –
-4,050
198
– –
-10,485
199
– –
-2,200
200
– –
-3,750
5 6 7
8
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