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
176
$437K 0.13%
8,019
+2
177
$432K 0.13%
4,632
-192
178
$430K 0.13%
12,306
+862
179
$427K 0.13%
10,011
+111
180
$424K 0.13%
10,680
+223
181
$420K 0.12%
14,610
182
$418K 0.12%
7,392
+669
183
$418K 0.12%
12,767
+780
184
$414K 0.12%
200
185
$411K 0.12%
5,918
+840
186
$409K 0.12%
230
+4
187
$402K 0.12%
5,700
+162
188
$399K 0.12%
7,790
+1
189
$398K 0.12%
625
190
$392K 0.12%
8,581
191
$388K 0.11%
13,211
+1,330
192
$380K 0.11%
11,377
+654
193
$377K 0.11%
4,633
+235
194
$376K 0.11%
35,553
+13
195
$372K 0.11%
3,949
196
$369K 0.11%
4,620
197
$366K 0.11%
5,055
198
$366K 0.11%
3,089
199
$365K 0.11%
3,286
+1
200
$359K 0.11%
12,510
6 7
8
9 10