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
26
$5.43M 0.76%
23,808
+463
27
$5.41M 0.76%
85,422
+648
28
$5.4M 0.76%
461,585
+16,470
29
$5.27M 0.74%
29,969
-92
30
$5.22M 0.73%
47,788
+1,243
31
$5.18M 0.73%
243,486
-963
32
$5.17M 0.73%
199,859
+3,974
33
$5.16M 0.73%
119,868
+2,417
34
$4.92M 0.69%
46,915
+1,130
35
$4.88M 0.69%
23,892
-409
36
$4.87M 0.68%
36,877
-500
37
$4.76M 0.67%
92,699
-1,101
38
$4.72M 0.66%
60,529
+2,268
39
$4.67M 0.66%
34,729
+5,132
40
$4.66M 0.66%
24,099
-210
41
$4.54M 0.64%
18,715
+25
42
$4.53M 0.64%
40,521
+662
43
$4.48M 0.63%
36,030
-637
44
$4.47M 0.63%
26,452
+1,100
45
$4.46M 0.63%
26,147
+43
46
$4.44M 0.63%
36,628
+865
47
$4.22M 0.59%
53,789
+1,055
48
$4.13M 0.58%
32,673
+2,638
49
$4.09M 0.58%
37,565
+62
50
$4.06M 0.57%
34,110
+676
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