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
$873M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.84M
3
+$1.7M
4
DLTR icon
Dollar Tree
DLTR
+$1.24M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$1.16M

Top Sells

1
+$1.36M
2
+$1.04M
3
+$650K
4
PNR icon
Pentair
PNR
+$510K
5
BCS icon
Barclays
BCS
+$491K

Sector Composition

1 Healthcare 17.57%
2 Technology 13.26%
3 Industrials 13.24%
4 Financials 11.17%
5 Consumer Staples 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$218K 0.03%
+1,043
202
$216K 0.02%
+4,360
203
$213K 0.02%
1,155
-90
204
$213K 0.02%
+2,600
205
$212K 0.02%
2,100
206
$212K 0.02%
2,687
-46
207
$212K 0.02%
1,710
-6
208
$212K 0.02%
+12,000
209
$209K 0.02%
8,100
-44
210
$206K 0.02%
+12,300
211
$203K 0.02%
100
-3
212
$203K 0.02%
+2,438
213
$200K 0.02%
2,854
214
– –
-20,000
215
– –
-43,409
216
– –
-4,037
217
– –
-1,759
218
– –
0
219
– –
-2,502
220
– –
-11,156
221
– –
-3,250
222
– –
-7,500
223
– –
-3,260
224
– –
-4,072
225
– –
-1,734
6 7 8
9
10