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
$1.15B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.14M
3
+$1.08M
4
MLM icon
Martin Marietta Materials
MLM
+$939K
5
META icon
Meta Platforms (Facebook)
META
+$892K

Top Sells

1
+$2.11M
2
+$2.01M
3
+$748K
4
AAPL icon
Apple
AAPL
+$707K
5
FICO icon
Fair Isaac
FICO
+$656K

Sector Composition

1 Technology 19.93%
2 Industrials 12.87%
3 Financials 10.3%
4 Healthcare 6.71%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$476K 0.04%
2,303
+1
227
$475K 0.04%
99,675
228
$467K 0.04%
1,442
229
$463K 0.04%
1,997
230
$448K 0.04%
3,130
231
$444K 0.04%
8,709
+690
232
$441K 0.04%
6,746
-120
233
$439K 0.04%
1,510
-226
234
$436K 0.04%
6,899
-187
235
$422K 0.04%
8,896
-2,296
236
$418K 0.04%
1,892
-20
237
$411K 0.04%
10,971
-75
238
$410K 0.04%
8,948
+8
239
$394K 0.03%
2,967
-586
240
$385K 0.03%
+3,260
241
$379K 0.03%
1,487
+50
242
$377K 0.03%
8,149
+723
243
$375K 0.03%
1,696
-4
244
$368K 0.03%
8,512
245
$348K 0.03%
879
+42
246
$348K 0.03%
6,799
+10
247
$346K 0.03%
19,328
+1,226
248
$344K 0.03%
4,223
-90
249
$343K 0.03%
13,380
250
$323K 0.03%
+3,550
8 9
10
11 12