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
$1.35B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.3M
3
+$12.6M
4
LHX icon
L3Harris
LHX
+$1.43M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.41M

Top Sells

1
+$18.6M
2
+$9.17M
3
+$3.23M
4
MSFT icon
Microsoft
MSFT
+$2.73M
5
EVRG icon
Evergy
EVRG
+$1.76M

Sector Composition

1 Technology 19.54%
2 Healthcare 17.78%
3 Financials 12.8%
4 Industrials 11.77%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.6M 7.14%
283,724
-8,031
2
$62.7M 4.64%
159,378
-3,562
3
$55M 4.07%
359,016
-11,020
4
$54.5M 4.03%
104,372
-725
5
$50.9M 3.76%
149,252
-1,090
6
$49.5M 3.66%
409,474
-10,061
7
$46.4M 3.43%
250,609
-4,598
8
$43.7M 3.23%
263,746
-535
9
$43.1M 3.19%
190,989
-3,547
10
$40.9M 3.02%
154,776
-240
11
$38.2M 2.83%
195,303
+7,290
12
$36.7M 2.72%
96,394
-3,545
13
$32.9M 2.43%
896,927
-9,883
14
$32.7M 2.42%
208,087
+3,668
15
$32.5M 2.41%
109,032
-3,487
16
$31.4M 2.33%
249,667
+7,695
17
$27.4M 2.03%
601,950
-6,154
18
$25M 1.85%
138,998
+12
19
$24.3M 1.8%
926,933
+1,702
20
$23.8M 1.76%
169,688
-2,129
21
$19.5M 1.44%
100,333
+543
22
$19.4M 1.44%
154,128
-834
23
$19.3M 1.43%
148,043
-2,432
24
$17M 1.26%
409,897
-13,116
25
$16.7M 1.24%
115,626
-601
1
2 3 4 5