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
$1.4B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.64M
3
+$1.22M
4
DXC icon
DXC Technology
DXC
+$1.21M
5
BMY icon
Bristol-Myers Squibb
BMY
+$864K

Top Sells

1
+$1.27M
2
+$801K
3
+$620K
4
BA icon
Boeing
BA
+$619K
5
VAW icon
Vanguard Materials ETF
VAW
+$588K

Sector Composition

1 Technology 16.98%
2 Healthcare 16.39%
3 Financials 13.28%
4 Communication Services 12.16%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$398K 0.03%
1,511
+3
202
$395K 0.03%
30,735
+1,000
203
$373K 0.03%
16,500
+3,000
204
$372K 0.03%
6,200
205
$368K 0.03%
722
206
$359K 0.03%
10,500
207
$358K 0.03%
5,152
208
$358K 0.03%
915
+20
209
$357K 0.03%
1,631
210
$353K 0.03%
+2,130
211
$346K 0.02%
9,088
212
$331K 0.02%
1,000
213
$328K 0.02%
2,840
214
$325K 0.02%
61,872
-10,128
215
$314K 0.02%
948
216
$313K 0.02%
6,500
217
$310K 0.02%
6,863
218
$309K 0.02%
6,798
219
$309K 0.02%
2,418
-495
220
$309K 0.02%
2,500
221
$306K 0.02%
+7,736
222
$300K 0.02%
1,269
223
$293K 0.02%
6,303
224
$291K 0.02%
3,642
-402
225
$286K 0.02%
1,705
+55
7 8
9
10 11