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
151
$1.29M 0.18%
18,524
+173
152
$1.28M 0.18%
7,688
+190
153
$1.27M 0.18%
20,761
+604
154
$1.22M 0.17%
46,369
-4,212
155
$1.22M 0.17%
23,827
-1,711
156
$1.19M 0.17%
66,773
+539
157
$1.18M 0.17%
44,806
+143
158
$1.16M 0.16%
8,372
+12
159
$1.16M 0.16%
9,465
+148
160
$1.14M 0.16%
7,984
+38
161
$1.14M 0.16%
24,235
-520
162
$1.13M 0.16%
10,301
+14
163
$1.12M 0.16%
10,623
-138
164
$1.12M 0.16%
30,762
165
$1.11M 0.16%
8,161
-127
166
$1.08M 0.15%
9,613
-84
167
$1.08M 0.15%
15,626
+6
168
$1.07M 0.15%
+6,650
169
$1.06M 0.15%
23,492
+2,756
170
$1.03M 0.15%
40,089
+3,347
171
$1.03M 0.14%
94,060
+7,071
172
$1.02M 0.14%
14,770
+1,004
173
$1.01M 0.14%
27,929
+4,145
174
$991K 0.14%
21,213
+1,933
175
$984K 0.14%
5,984
+992
5 6
7
8 9