GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 20.57%
This Quarter Est. Return
1 Year Est. Return
+20.57%
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
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
1
$66.3M 6.16%
315,287
-10,878
2
$56.3M 5.23%
166,513
-3,780
3
$49.8M 4.63%
112,824
-3,706
4
$37.4M 3.48%
251,403
+3,191
5
$37.2M 3.45%
398,524
-2,772
6
$34.8M 3.23%
153,372
+300
7
$34.4M 3.2%
248,430
+3,561
8
$33.6M 3.12%
202,327
-1,784
9
$31.2M 2.9%
183,888
+7,328
10
$30.8M 2.86%
884,757
-685
11
$30.7M 2.85%
417,320
+8,740
12
$30.5M 2.83%
504,976
+76
13
$30.5M 2.83%
143,041
+4,940
14
$25.6M 2.38%
233,249
+2,630
15
$24.5M 2.28%
591,431
+17,972
16
$24.4M 2.26%
111,116
-137
17
$24.1M 2.24%
101,356
-1,413
18
$23.3M 2.17%
302,535
-420
19
$23M 2.13%
36,776
-700
20
$21.5M 2%
465,218
+3,504
21
$20.1M 1.87%
127,980
-840
22
$17.5M 1.62%
122,390
-729
23
$16M 1.49%
164,123
-1,125
24
$13.5M 1.25%
96,829
+370
25
$13.1M 1.21%
78,482
-1,300
1
2 3 4 5