GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$319K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.03M
3
+$732K
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$683K
5
USB icon
US Bancorp
USB
+$477K

Top Sells

1
+$1.35M
2
+$239K
3
+$232K
4
YUM icon
Yum! Brands
YUM
+$221K
5
AFL icon
Aflac
AFL
+$211K

Sector Composition

1 Technology 10.15%
2 Financials 7.31%
3 Industrials 7.22%
4 Healthcare 6.93%
5 Energy 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$251K 0.07%
5,920
227
$251K 0.07%
2,816
+231
228
$250K 0.07%
2,273
+504
229
$249K 0.07%
3,751
+553
230
$248K 0.07%
5,780
231
$248K 0.07%
32,784
232
$247K 0.07%
7,987
+15
233
$245K 0.07%
26,768
+2,200
234
$240K 0.07%
4,380
235
$240K 0.07%
6,038
-180
236
$235K 0.07%
4,428
+53
237
$228K 0.07%
690
238
$228K 0.07%
25,575
239
$226K 0.07%
4,730
+250
240
$223K 0.07%
10,374
241
$222K 0.07%
5,327
+1
242
$218K 0.06%
6,109
+6
243
$216K 0.06%
17,584
+850
244
$215K 0.06%
+5,090
245
$215K 0.06%
3,648
246
$215K 0.06%
13,210
247
$212K 0.06%
9,655
+500
248
$211K 0.06%
9,132
249
$210K 0.06%
6,140
250
$206K 0.06%
2,755
+115
7 8 9
10
11