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
151
$557K 0.16%
10,355
+60
152
$546K 0.16%
5,821
+1
153
$539K 0.16%
15,732
154
$525K 0.15%
21,087
+515
155
$510K 0.15%
13,685
+1,506
156
$506K 0.15%
17,586
+652
157
$504K 0.15%
7,880
+23
158
$501K 0.15%
14,399
+720
159
$496K 0.15%
12,855
+460
160
$495K 0.15%
8,152
+382
161
$494K 0.15%
38,433
+756
162
$491K 0.14%
5,122
163
$486K 0.14%
6,492
+283
164
$482K 0.14%
12,476
-496
165
$481K 0.14%
24,862
+23
166
$477K 0.14%
13,682
167
$471K 0.14%
13,089
-1,223
168
$467K 0.14%
93,515
+3,870
169
$463K 0.14%
4,550
+531
170
$457K 0.13%
11,388
-355
171
$450K 0.13%
6,318
-100
172
$447K 0.13%
7,582
+2
173
$442K 0.13%
6,899
174
$441K 0.13%
43,944
+2,475
175
$439K 0.13%
4,916
+310
5 6
7
8 9