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
$1.16B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$659K
3
+$598K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$596K
5
F icon
Ford
F
+$588K

Top Sells

1
+$7.21M
2
+$1.77M
3
+$1.7M
4
KBR icon
KBR
KBR
+$1.68M
5
AIT icon
Applied Industrial Technologies
AIT
+$1.58M

Sector Composition

1 Healthcare 18.35%
2 Technology 16.57%
3 Industrials 12.68%
4 Financials 12.67%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$222K 0.02%
+7,400
202
$221K 0.02%
5,926
-22,285
203
$221K 0.02%
+1,848
204
$218K 0.02%
+2,500
205
$216K 0.02%
4,870
-1,700
206
$216K 0.02%
10,500
207
$216K 0.02%
3,232
208
$215K 0.02%
8,731
209
$214K 0.02%
3,448
210
$211K 0.02%
+942
211
$211K 0.02%
+2,453
212
$211K 0.02%
1,120
213
$210K 0.02%
462
214
$208K 0.02%
638
215
$208K 0.02%
+3,400
216
$207K 0.02%
1,835
-5,850
217
$206K 0.02%
1,925
218
$205K 0.02%
5,516
219
$205K 0.02%
+18,580
220
$204K 0.02%
+4,800
221
$204K 0.02%
+6,515
222
– –
-7,415
223
– –
-26,425
224
– –
-2,875
225
– –
-25,787
7 8
9
10 11