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
$303M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$501K
3
+$305K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$257K
5
AIRM
Air Methods Corp
AIRM
+$252K

Top Sells

1
+$688K
2
+$347K
3
+$278K
4
DVN icon
Devon Energy
DVN
+$231K
5
PGH
Pengrowth Energy Corporation
PGH
+$220K

Sector Composition

1 Technology 9.29%
2 Industrials 7.7%
3 Financials 7.35%
4 Healthcare 6.89%
5 Consumer Staples 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$246K 0.08%
+7,944
227
$245K 0.08%
14,500
+495
228
$241K 0.08%
34,064
229
$238K 0.08%
10,374
-1,618
230
$238K 0.08%
6,746
-879
231
$238K 0.08%
+6,090
232
$237K 0.08%
5,000
-970
233
$236K 0.08%
13,515
-854
234
$234K 0.08%
4,380
235
$234K 0.08%
3,630
236
$230K 0.08%
+5,712
237
$227K 0.07%
6,788
-304
238
$225K 0.07%
+7,290
239
$223K 0.07%
+3,194
240
$222K 0.07%
19,607
+4,424
241
$218K 0.07%
3,073
-316
242
$216K 0.07%
8,450
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243
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+3,414
244
$207K 0.07%
7,137
-2,307
245
$206K 0.07%
+2,777
246
$205K 0.07%
5,620
-890
247
$205K 0.07%
+2,347
248
$205K 0.07%
+3,779
249
$204K 0.07%
+5,323
250
$202K 0.07%
5,170
7 8 9
10
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