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
$719M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$8.19M
3
+$2.11M
4
KO icon
Coca-Cola
KO
+$1.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M

Top Sells

1
+$10.4M
2
+$5.47M
3
+$3.28M
4
RSG icon
Republic Services
RSG
+$1.98M
5
AXP icon
American Express
AXP
+$827K

Sector Composition

1 Healthcare 19.9%
2 Technology 13.98%
3 Industrials 13.24%
4 Consumer Discretionary 10.22%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-40,000
202
– –
-3,025
5 6 7 8
9