GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.81M
3
+$1.75M
4
TXN icon
Texas Instruments
TXN
+$1.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$11.7M
2
+$5.46M
3
+$2.65M
4
CAG icon
Conagra Brands
CAG
+$2.13M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.08M

Sector Composition

1 Healthcare 19.31%
2 Technology 16.05%
3 Financials 13.47%
4 Industrials 12.29%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$337K 0.03%
+2,744
177
$336K 0.03%
4,511
+470
178
$335K 0.03%
1,608
+3
179
$332K 0.03%
10,640
+4,265
180
$326K 0.03%
2,326
-95
181
$326K 0.03%
3,095
182
$325K 0.03%
6,885
+150
183
$322K 0.03%
9,088
184
$307K 0.02%
+10,000
185
$302K 0.02%
6,601
-197
186
$301K 0.02%
4,312
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187
$294K 0.02%
3,782
-490
188
$293K 0.02%
9,228
189
$292K 0.02%
7,398
190
$291K 0.02%
2,078
191
$286K 0.02%
6,013
-2,925
192
$286K 0.02%
15,815
-83
193
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194
$279K 0.02%
+3,659
195
$277K 0.02%
2,509
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196
$270K 0.02%
6,759
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197
$267K 0.02%
1,842
198
$264K 0.02%
1,120
+39
199
$260K 0.02%
638
200
$259K 0.02%
6,500
6 7
8
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