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
76
$1.17M 0.34%
14,476
+535
77
$1.14M 0.33%
25,706
+2
78
$1.13M 0.33%
14,897
+512
79
$1.13M 0.33%
17,642
+1,106
80
$1.13M 0.33%
6,976
+180
81
$1.13M 0.33%
38,706
82
$1.1M 0.33%
25,261
+1,569
83
$1.1M 0.32%
28,199
-458
84
$1.07M 0.32%
19,548
+51
85
$1.05M 0.31%
28,500
+570
86
$1.05M 0.31%
13,347
+377
87
$1.03M 0.3%
10,751
+584
88
$1.03M 0.3%
15,101
+353
89
$1.03M 0.3%
15,280
+300
90
$1.03M 0.3%
23,010
+6,490
91
$1.03M 0.3%
24,444
+462
92
$1.02M 0.3%
43,374
+780
93
$1.02M 0.3%
12,627
+247
94
$1.02M 0.3%
16,766
+655
95
$1.01M 0.3%
11,079
+314
96
$1.01M 0.3%
80,832
+2,168
97
$965K 0.28%
17,878
+78
98
$960K 0.28%
35,704
+326
99
$958K 0.28%
67,632
-351
100
$946K 0.28%
13,684
+2
2 3
4
5 6