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
$805M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.29M
3
+$1.21M
4
ALB icon
Albemarle
ALB
+$1.2M
5
LECO icon
Lincoln Electric
LECO
+$935K

Top Sells

1
+$2.68M
2
+$1.37M
3
+$1.25M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.2M
5
FLS icon
Flowserve
FLS
+$1.15M

Sector Composition

1 Technology 20.69%
2 Industrials 11.83%
3 Financials 10.68%
4 Healthcare 6.6%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$443K 0.06%
1,442
227
$430K 0.05%
99,675
228
$429K 0.05%
3,130
229
$425K 0.05%
22,056
-10,672
230
$422K 0.05%
34,152
-1,134
231
$417K 0.05%
9,181
-378
232
$400K 0.05%
19,068
-8,685
233
$395K 0.05%
6,716
-3,965
234
$390K 0.05%
2,490
+40
235
$389K 0.05%
16,695
+2,690
236
$370K 0.05%
3,777
-163
237
$370K 0.05%
22,668
-1,884
238
$344K 0.04%
1,958
239
$313K 0.04%
2,186
+1
240
$294K 0.04%
5,747
241
$293K 0.04%
951
-4
242
$293K 0.04%
8,905
-36
243
$289K 0.04%
4,748
+109
244
$287K 0.04%
1,091
+19
245
$283K 0.04%
4,037
-131
246
$282K 0.04%
1,723
247
$271K 0.03%
5,084
248
$271K 0.03%
1,276
-40
249
$267K 0.03%
1,454
-273
250
$266K 0.03%
2,102
-40
8 9
10
11 12