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
$745M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.08M
3
+$8.34M
4
QCOM icon
Qualcomm
QCOM
+$3.54M
5
MSFT icon
Microsoft
MSFT
+$1.34M

Top Sells

1
+$15.4M
2
+$12.8M
3
+$8.07M
4
LOW icon
Lowe's Companies
LOW
+$3.87M
5
COR icon
Cencora
COR
+$3.15M

Sector Composition

1 Healthcare 18.25%
2 Technology 14.46%
3 Industrials 12.33%
4 Consumer Discretionary 10%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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203
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204
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-43,935
205
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-7,024
206
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-13,325
207
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-4,915
208
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-10,000
209
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-2,548
210
– –
-3,890
211
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-1,750
5 6 7 8
9