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
$1.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.81M
3
+$1.75M
4
TXN icon
Texas Instruments
TXN
+$1.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$11.7M
2
+$5.46M
3
+$2.65M
4
CAG icon
Conagra Brands
CAG
+$2.13M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.08M

Sector Composition

1 Healthcare 19.31%
2 Technology 16.05%
3 Financials 13.47%
4 Industrials 12.29%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$256K 0.02%
7,383
-300
202
$256K 0.02%
+963
203
$254K 0.02%
1,925
204
$253K 0.02%
10,500
205
$252K 0.02%
492
+30
206
$251K 0.02%
+4,991
207
$251K 0.02%
646
+25
208
$251K 0.02%
+6,229
209
$248K 0.02%
+4,644
210
$246K 0.02%
5,445
-7,400
211
$245K 0.02%
1,150
212
$243K 0.02%
942
213
$241K 0.02%
3,232
214
$239K 0.02%
18,635
-5,750
215
$239K 0.02%
3,400
216
$239K 0.02%
+4,062
217
$238K 0.02%
5,752
-1,235
218
$235K 0.02%
+4,499
219
$233K 0.02%
3,448
220
$232K 0.02%
19,580
+1,000
221
$232K 0.02%
+1,413
222
$231K 0.02%
+2,780
223
$228K 0.02%
1,120
224
$227K 0.02%
+3,456
225
$223K 0.02%
3,130
+677
6 7 8
9
10