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
$405M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$1.29M
3
+$1.11M
4
KMB icon
Kimberly-Clark
KMB
+$539K
5
T icon
AT&T
T
+$458K

Top Sells

1
+$2.38M
2
+$1.41M
3
+$1.25M
4
PLL
PALL CORP
PLL
+$990K
5
FARO
Faro Technologies
FARO
+$731K

Sector Composition

1 Technology 11.61%
2 Financials 8.01%
3 Healthcare 7.86%
4 Industrials 7.52%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$302K 0.07%
8,043
+21
227
$301K 0.07%
5,140
+1,191
228
$296K 0.07%
+11,300
229
$295K 0.07%
6,135
+12
230
$293K 0.07%
+5,450
231
$287K 0.07%
5,090
232
$286K 0.07%
20,314
233
$286K 0.07%
5,612
+282
234
$285K 0.07%
6,388
235
$280K 0.07%
40,145
+2,354
236
$279K 0.07%
2,291
+243
237
$279K 0.07%
21,500
238
$262K 0.06%
6,810
+165
239
$261K 0.06%
23,770
+1,223
240
$258K 0.06%
3,596
+150
241
$258K 0.06%
6,140
242
$257K 0.06%
5,361
+781
243
$256K 0.06%
1,836
-164
244
$255K 0.06%
3,598
+20
245
$244K 0.06%
+7,491
246
$242K 0.06%
4,940
247
$241K 0.06%
11,145
248
$240K 0.06%
20,182
+8,277
249
$239K 0.06%
3,827
+17
250
$238K 0.06%
+10,665
8 9
10
11 12