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
$339M
AUM Growth
+$319K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.02M
3
+$753K
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$674K
5
USB icon
US Bancorp
USB
+$473K

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
26
$2.41M 0.71%
90,709
-109
27
$2.33M 0.69%
69,877
-315
28
$2.33M 0.69%
21,189
+46
29
$2.28M 0.67%
34,907
+1,103
30
$2.24M 0.66%
48,260
-633
31
$2.2M 0.65%
31,839
+1,065
32
$2.18M 0.64%
23,388
+491
33
$2.17M 0.64%
25,958
+548
34
$2.13M 0.63%
346,688
+56,048
35
$2.12M 0.63%
29,084
+13
36
$2.1M 0.62%
42,021
+1,098
37
$2.08M 0.61%
10,673
+181
38
$2.04M 0.6%
14,732
+170
39
$2M 0.59%
160,451
+54,113
40
$1.81M 0.53%
169,047
+5,259
41
$1.74M 0.51%
16,486
+233
42
$1.73M 0.51%
18,303
+294
43
$1.7M 0.5%
23,185
+570
44
$1.7M 0.5%
28,140
-203
45
$1.68M 0.49%
117,828
+21,609
46
$1.64M 0.48%
65,240
-5,632
47
$1.56M 0.46%
37,318
+11,303
48
$1.56M 0.46%
8,597
-26
49
$1.48M 0.44%
22,402
+793
50
$1.46M 0.43%
38,236
+1,412
1
2
3 4 5