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
$706M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$980K
3
+$791K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$734K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$546K

Top Sells

1
+$2.35M
2
+$1.77M
3
+$1.34M
4
FICO icon
Fair Isaac
FICO
+$1.29M
5
FFIV icon
F5
FFIV
+$653K

Sector Composition

1 Technology 14.52%
2 Financials 10.39%
3 Industrials 9.97%
4 Healthcare 5.46%
5 Consumer Staples 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$506K 0.07%
11,572
227
$482K 0.07%
11,993
+2,912
228
$481K 0.07%
2,525
+2
229
$478K 0.07%
26,504
-402
230
$476K 0.07%
6,317
+923
231
$470K 0.07%
13,972
+10
232
$467K 0.07%
10,679
+930
233
$455K 0.06%
10,484
234
$447K 0.06%
4,497
-9
235
$430K 0.06%
7,735
236
$411K 0.06%
5,747
+265
237
$407K 0.06%
7,029
-679
238
$406K 0.06%
4,090
+240
239
$405K 0.06%
8,297
-719
240
$401K 0.06%
7,923
-2,521
241
$401K 0.06%
7,197
-247
242
$401K 0.06%
7,119
243
$397K 0.06%
22,948
+5,472
244
$375K 0.05%
5,071
245
$364K 0.05%
21,303
246
$361K 0.05%
2,379
+40
247
$358K 0.05%
5,650
-519
248
$351K 0.05%
11,571
-400
249
$344K 0.05%
32,748
+150
250
$340K 0.05%
333
8 9
10
11 12