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
101
$2.28M 0.32%
32,773
+1,070
102
$2.18M 0.31%
29,594
+3
103
$2.18M 0.31%
23,717
+272
104
$2.15M 0.3%
100,143
+81
105
$2.11M 0.3%
39,690
+997
106
$1.99M 0.28%
53,290
+2,305
107
$1.99M 0.28%
23,898
+12,134
108
$1.98M 0.28%
12,126
+1,397
109
$1.98M 0.28%
44,749
+99
110
$1.97M 0.28%
90,396
+492
111
$1.93M 0.27%
38,385
+11,575
112
$1.93M 0.27%
9,470
-11
113
$1.93M 0.27%
26,352
+513
114
$1.91M 0.27%
58,127
+302
115
$1.87M 0.26%
65,622
+5,190
116
$1.86M 0.26%
16,135
+211
117
$1.86M 0.26%
12,216
-4,180
118
$1.83M 0.26%
39,931
+2,674
119
$1.82M 0.26%
13,656
-40
120
$1.82M 0.26%
13,741
+1,467
121
$1.82M 0.26%
19,504
+1,376
122
$1.81M 0.26%
30,685
+170
123
$1.81M 0.25%
15,900
+120
124
$1.79M 0.25%
126,580
+240
125
$1.76M 0.25%
31,775
+886
3 4
5
6 7