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
$1.38B
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$787K

Top Sells

1
+$17.9M
2
+$13M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
RSG icon
Republic Services
RSG
+$877K

Sector Composition

1 Technology 21.34%
2 Healthcare 15.34%
3 Industrials 13.06%
4 Financials 12.77%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$276K 0.02%
3,467
202
$275K 0.02%
5,018
+180
203
$274K 0.02%
+3,959
204
$271K 0.02%
530
205
$271K 0.02%
4,180
-2,696
206
$271K 0.02%
10,500
207
$268K 0.02%
1,881
+25
208
$268K 0.02%
3,255
-237
209
$268K 0.02%
686
210
$265K 0.02%
8,127
211
$261K 0.02%
2,410
212
$260K 0.02%
3,456
213
$259K 0.02%
4,467
+342
214
$258K 0.02%
851
215
$257K 0.02%
3,300
216
$254K 0.02%
6,500
217
$254K 0.02%
1,000
218
$252K 0.02%
3,124
219
$249K 0.02%
4,192
220
$247K 0.02%
+425
221
$245K 0.02%
6,767
-700
222
$243K 0.02%
+2,260
223
$243K 0.02%
1,782
+42
224
$243K 0.02%
3,300
-5,966
225
$238K 0.02%
34
7 8
9
10 11