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
51
$4.02M 0.57%
32,835
+1,168
52
$3.94M 0.55%
74,232
-255
53
$3.81M 0.54%
39,776
+2,126
54
$3.75M 0.53%
56,106
+2,628
55
$3.71M 0.52%
84,236
+681
56
$3.71M 0.52%
19,852
57
$3.65M 0.51%
27,225
+822
58
$3.53M 0.5%
15,539
+594
59
$3.49M 0.49%
178,869
+91
60
$3.48M 0.49%
64,334
+2,381
61
$3.42M 0.48%
68,083
+890
62
$3.27M 0.46%
56,759
+2,765
63
$3.27M 0.46%
15,650
-187
64
$3.26M 0.46%
33,977
+1,312
65
$3.23M 0.45%
56,350
+4,919
66
$3.14M 0.44%
41,269
+7,062
67
$3.13M 0.44%
24,396
+13
68
$3.1M 0.44%
29,267
+9
69
$3.08M 0.43%
61,555
+859
70
$3.07M 0.43%
24,658
-216
71
$3.04M 0.43%
15,290
+235
72
$3M 0.42%
36,212
+1,608
73
$2.99M 0.42%
167,956
+6,380
74
$2.97M 0.42%
26,654
+80
75
$2.92M 0.41%
31,212
+561
1 2
3
4 5