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
$1.24B
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.14M
3
+$4.85M
4
META icon
Meta Platforms (Facebook)
META
+$2.63M
5
JOUT icon
Johnson Outdoors
JOUT
+$2.28M

Top Sells

1
+$6.07M
2
+$2.48M
3
+$1.66M
4
CTB
Cooper Tire & Rubber Co.
CTB
+$1.64M
5
EPAM icon
EPAM Systems
EPAM
+$1.15M

Sector Composition

1 Technology 20.49%
2 Industrials 11.9%
3 Financials 11.13%
4 Healthcare 6.9%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$609K 0.05%
11,583
+224
227
$591K 0.05%
16,079
+312
228
$565K 0.05%
3,068
-3,000
229
$522K 0.04%
8,803
-145
230
$520K 0.04%
1,958
231
$513K 0.04%
2,303
232
$486K 0.04%
7,052
-681
233
$478K 0.04%
10,035
+1,886
234
$460K 0.04%
1,267
-175
235
$458K 0.04%
99,675
236
$453K 0.04%
6,773
-126
237
$444K 0.04%
1,037
+158
238
$438K 0.04%
2,834
-133
239
$427K 0.03%
11,180
+209
240
$426K 0.03%
1,959
-38
241
$417K 0.03%
+24,314
242
$415K 0.03%
8,019
-690
243
$410K 0.03%
8,512
244
$406K 0.03%
3,130
245
$406K 0.03%
+1,983
246
$403K 0.03%
1,697
+1
247
$399K 0.03%
3,266
+6
248
$394K 0.03%
1,718
-174
249
$367K 0.03%
4,006
250
$365K 0.03%
6,799
8 9
10
11 12