GIA

GHP Investment Advisors Portfolio holdings

AUM $2.38B
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
+$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.61M
3
+$1.46M
4
B
Barnes Group Inc.
B
+$1.38M
5
SNA icon
Snap-on
SNA
+$1.07M

Top Sells

1
+$12.5M
2
+$5.42M
3
+$4.83M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.98M
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$3.35M

Sector Composition

1 Technology 15.51%
2 Financials 10.76%
3 Industrials 10.37%
4 Healthcare 6.11%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$342K 0.05%
4,020
+500
252
$342K 0.05%
95,810
253
$308K 0.04%
2,271
+129
254
$303K 0.04%
2,920
255
$302K 0.04%
+2,232
256
$292K 0.04%
6,789
257
$287K 0.04%
1,902
258
$286K 0.04%
1,479
+130
259
$281K 0.04%
80,160
260
$277K 0.04%
5,131
+2
261
$273K 0.04%
4,860
-155
262
$266K 0.04%
4,810
-50
263
$262K 0.04%
27,279
264
$260K 0.04%
+3,260
265
$259K 0.04%
9,500
266
$251K 0.04%
1,055
267
$251K 0.04%
6,115
268
$245K 0.03%
25,176
269
$243K 0.03%
3,623
-295
270
$240K 0.03%
1,700
-9
271
$236K 0.03%
+7,700
272
$234K 0.03%
4,640
273
$233K 0.03%
9,831
274
$229K 0.03%
8,278
275
$228K 0.03%
1,352
-254
9 10
11
12 13