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
51
$1.46M 0.43%
57,933
+4,750
52
$1.45M 0.43%
14,094
+1,352
53
$1.45M 0.43%
20,016
+397
54
$1.44M 0.42%
11,686
-203
55
$1.4M 0.41%
55,074
+12
56
$1.39M 0.41%
+35,045
57
$1.39M 0.41%
25,162
+1,025
58
$1.36M 0.4%
36,649
+1,511
59
$1.36M 0.4%
11,306
+132
60
$1.35M 0.4%
13,629
+281
61
$1.35M 0.4%
30,167
+1,266
62
$1.31M 0.39%
14,949
+656
63
$1.31M 0.39%
12,538
+1
64
$1.3M 0.38%
15,405
-187
65
$1.28M 0.38%
16,757
+646
66
$1.27M 0.38%
14,509
+287
67
$1.27M 0.37%
24,894
+427
68
$1.26M 0.37%
14,417
+1
69
$1.25M 0.37%
9,968
-624
70
$1.25M 0.37%
27,360
-198
71
$1.23M 0.36%
24,412
+1,017
72
$1.23M 0.36%
13,092
+990
73
$1.2M 0.35%
21,907
+1,263
74
$1.19M 0.35%
27,109
+370
75
$1.17M 0.35%
18,172
-1,451
1 2
3
4 5