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
126
$709K 0.21%
29,142
-1,648
127
$705K 0.21%
43,771
+2,466
128
$693K 0.2%
22,097
+227
129
$690K 0.2%
9,172
-293
130
$677K 0.2%
24,132
+370
131
$676K 0.2%
9,665
+402
132
$663K 0.2%
7,784
133
$661K 0.19%
12,632
+264
134
$644K 0.19%
7,830
135
$634K 0.19%
21,682
+1,541
136
$632K 0.19%
8,991
+297
137
$631K 0.19%
8,540
-377
138
$625K 0.18%
6,645
-200
139
$624K 0.18%
14,989
+3
140
$617K 0.18%
12,476
+1,045
141
$605K 0.18%
8,851
+324
142
$599K 0.18%
4,622
-73
143
$595K 0.18%
7,321
-80
144
$593K 0.17%
34,793
+8,074
145
$592K 0.17%
5,975
+190
146
$588K 0.17%
11,581
+170
147
$579K 0.17%
6,713
+241
148
$572K 0.17%
7,650
+641
149
$560K 0.17%
9,370
+250
150
$559K 0.16%
22,114
4 5
6
7 8