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
$1.27B
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
1
$70.4M 5.56%
293,616
+449
2
$58.3M 4.6%
105,865
+778
3
$57M 4.5%
164,052
-192
4
$48M 3.79%
372,082
-20,569
5
$46.7M 3.69%
264,372
+987
6
$46.4M 3.67%
257,013
+741
7
$46M 3.63%
898,494
+14,332
8
$45.8M 3.61%
148,127
+4,169
9
$39.3M 3.1%
154,374
+932
10
$38.7M 3.06%
194,425
-284
11
$38.6M 3.05%
185,528
+3,146
12
$37.6M 2.97%
237,823
+3,638
13
$36.9M 2.91%
415,880
+7,206
14
$36.5M 2.88%
203,502
+5,148
15
$33M 2.6%
101,157
-309
16
$30.1M 2.38%
114,169
-165
17
$26.6M 2.1%
605,554
+75
18
$24.8M 1.96%
492,903
-6,152
19
$22.9M 1.81%
138,402
+8,060
20
$21.3M 1.68%
919,831
-41,273
21
$19.7M 1.55%
171,520
+4,181
22
$16.2M 1.28%
106,989
+1,580
23
$15.4M 1.22%
64,548
-980
24
$15.1M 1.19%
431,901
-23,094
25
$14.2M 1.12%
429,839
+827
1
2 3 4 5