GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.75B
1-Year Est. Return 24.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$3.01M
3
+$1.48M
4
LHX icon
L3Harris
LHX
+$1.24M
5
KTB icon
Kontoor Brands
KTB
+$1.07M

Top Sells

1
+$2.29M
2
+$1.97M
3
+$1.64M
4
MA icon
Mastercard
MA
+$1.28M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$949K

Sector Composition

1 Healthcare 18.41%
2 Technology 13.51%
3 Financials 12.98%
4 Industrials 11.61%
5 Communication Services 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$224K 0.02%
+948
202
$220K 0.02%
3,456
203
$217K 0.02%
+2,523
204
$213K 0.02%
2,570
205
$210K 0.02%
+2,500
206
$207K 0.02%
+1,842
207
– –
-20,481
208
– –
-2,063
209
– –
-2,333
210
– –
-3,185
211
– –
-2,365
212
– –
-13,056
213
– –
-42,887
214
– –
-93,726
215
– –
-3,245
216
– –
-36,720
217
– –
-5,500
5 6 7 8
9