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
$382M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$575K
3
+$403K
4
JPM icon
JPMorgan Chase
JPM
+$356K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$347K

Top Sells

1
+$766K
2
+$354K
3
+$317K
4
HAL icon
Halliburton
HAL
+$242K
5
ARLP icon
Alliance Resource Partners
ARLP
+$222K

Sector Composition

1 Technology 11.1%
2 Healthcare 7.54%
3 Financials 7.41%
4 Industrials 7.33%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$288K 0.08%
20,314
227
$285K 0.07%
3,446
+200
228
$282K 0.07%
6,365
+1,545
229
$282K 0.07%
4,940
+210
230
$277K 0.07%
6,645
+650
231
$277K 0.07%
2,000
232
$270K 0.07%
3,578
+200
233
$269K 0.07%
6,123
+7
234
$268K 0.07%
3,949
235
$267K 0.07%
6,388
+350
236
$262K 0.07%
11,145
-1,640
237
$261K 0.07%
5,090
238
$261K 0.07%
+4,110
239
$259K 0.07%
4,290
+325
240
$255K 0.07%
7,758
241
$255K 0.07%
2,048
+71
242
$252K 0.07%
2,589
-118
243
$249K 0.07%
5,530
-1,760
244
$247K 0.06%
5,330
+1
245
$245K 0.06%
4,038
+44
246
$243K 0.06%
22,547
-1,645
247
$241K 0.06%
25,575
248
$238K 0.06%
1,009
-11
249
$238K 0.06%
+3,040
250
$233K 0.06%
+2,151
8 9
10
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