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
201
$353K 0.1%
6,268
202
$352K 0.1%
10,282
203
$347K 0.1%
9,204
+2,018
204
$345K 0.1%
17,208
+30
205
$326K 0.1%
2,324
206
$320K 0.09%
3,151
207
$320K 0.09%
9,805
208
$319K 0.09%
7,290
209
$313K 0.09%
7,758
210
$313K 0.09%
39,978
+6
211
$309K 0.09%
3,708
+181
212
$303K 0.09%
5,239
213
$294K 0.09%
4,565
+102
214
$292K 0.09%
5,706
+2
215
$289K 0.09%
22,050
216
$285K 0.08%
7,877
+207
217
$279K 0.08%
20,314
218
$272K 0.08%
2,000
219
$264K 0.08%
3,320
+13
220
$262K 0.08%
27,032
+1,219
221
$260K 0.08%
3,949
+41
222
$258K 0.08%
12,785
-730
223
$257K 0.08%
4,630
224
$256K 0.08%
2,697
-1,215
225
$251K 0.07%
3,630
7 8
9
10 11