GIA
GHP Investment Advisors Portfolio holdings
AUM
$2.26B
1-Year Return
16.94%
This Quarter Return
+1.75%
1 Year Return
+16.94%
3 Year Return
+64.16%
5 Year Return
+118.81%
10 Year Return
+241.04%
AUM
$314M
AUM Growth
+$10.1M
(+3.3%)
Cap. Flow
+$6.13M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
32.57%
Holding
275
New
14
Increased
166
Reduced
39
Closed
8
Top Buys
Top Sells
| 1 |
ENDP
Endo International plc
ENDP
|
$684K |
| 2 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$358K |
| 3 |
Vodafone
VOD
|
$331K |
| 4 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
$282K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$279K |
Sector Composition
| 1 | Technology | 9.46% |
| 2 | Industrials | 7.51% |
| 3 | Financials | 7.35% |
| 4 | Healthcare | 6.97% |
| 5 | Consumer Staples | 5.49% |
