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
$339M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$380K
3
+$368K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$360K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$336K
2
+$275K
3
+$242K
4
DD
Du Pont De Nemours E I
DD
+$216K
5
MUR icon
Murphy Oil
MUR
+$214K

Sector Composition

1 Technology 9.35%
2 Industrials 7.32%
3 Financials 7.06%
4 Healthcare 6.84%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$218K 0.06%
690
-5
252
$218K 0.06%
5,326
+1
253
$215K 0.06%
+9,155
254
$214K 0.06%
4,480
255
$211K 0.06%
6,788
256
$209K 0.06%
2,640
-225
257
$207K 0.06%
+2,557
258
$204K 0.06%
+2,352
259
$203K 0.06%
+2,000
260
$203K 0.06%
+1,707
261
$203K 0.06%
4,640
-114
262
$198K 0.06%
16,734
+961
263
$174K 0.05%
2,740
264
$143K 0.04%
13,703
-1,790
265
$137K 0.04%
15,285
-180
266
$118K 0.03%
16,405
267
$94K 0.03%
3,857
268
$79K 0.02%
10,571
269
$74K 0.02%
29,060
270
$61K 0.02%
12,387
271
$49K 0.01%
850
272
– –
0
273
– –
-30,385
274
– –
-5,712
275
– –
-3,390
8 9 10
11
12