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
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$380K
3
+$368K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$360K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$336K
2
+$275K
3
+$242K
4
DD
Du Pont De Nemours E I
DD
+$216K
5
MUR icon
Murphy Oil
MUR
+$214K

Sector Composition

1 Technology 9.35%
2 Industrials 7.32%
3 Financials 7.06%
4 Healthcare 6.84%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$262K 0.08%
7,972
+12
227
$261K 0.08%
10,282
+1,260
228
$255K 0.08%
4,380
229
$248K 0.07%
24,568
-545
230
$243K 0.07%
10,374
231
$243K 0.07%
3,630
232
$242K 0.07%
3,908
+44
233
$242K 0.07%
3,198
+2
234
$239K 0.07%
4,630
235
$239K 0.07%
5,170
236
$238K 0.07%
13,210
-1,290
237
$237K 0.07%
2,585
+91
238
$237K 0.07%
12,829
+2,103
239
$236K 0.07%
+2,966
240
$234K 0.07%
6,103
+7
241
$233K 0.07%
4,375
+18
242
$232K 0.07%
13,885
243
$232K 0.07%
25,575
244
$231K 0.07%
6,140
-563
245
$223K 0.07%
18,480
246
$221K 0.07%
3,790
+5
247
$221K 0.07%
+1,769
248
$220K 0.06%
9,132
-1,440
249
$220K 0.06%
32,784
-1,280
250
$219K 0.06%
3,648
8 9
10
11 12