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
$405M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$1.29M
3
+$1.11M
4
KMB icon
Kimberly-Clark
KMB
+$539K
5
T icon
AT&T
T
+$458K

Top Sells

1
+$2.38M
2
+$1.41M
3
+$1.25M
4
PLL
PALL CORP
PLL
+$990K
5
FARO
Faro Technologies
FARO
+$731K

Sector Composition

1 Technology 11.61%
2 Financials 8.01%
3 Healthcare 7.86%
4 Industrials 7.52%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$235K 0.06%
5,205
+915
252
$233K 0.06%
5,780
+500
253
$229K 0.06%
+1,201
254
$228K 0.06%
+4,134
255
$228K 0.06%
4,081
+43
256
$226K 0.06%
25,575
257
$226K 0.06%
1,032
+23
258
$225K 0.06%
+8,907
259
$225K 0.06%
1,367
260
$225K 0.06%
26,064
261
$224K 0.06%
2,327
-262
262
$222K 0.05%
+2,005
263
$221K 0.05%
514
+305
264
$217K 0.05%
+1,500
265
$216K 0.05%
+7,138
266
$215K 0.05%
1,950
+1
267
$212K 0.05%
7,758
268
$210K 0.05%
6,790
269
$208K 0.05%
14,844
+159
270
$207K 0.05%
690
271
$206K 0.05%
+4,717
272
$204K 0.05%
+3,310
273
$202K 0.05%
+6,030
274
$201K 0.05%
+4,640
275
$190K 0.05%
10,374
8 9 10
11
12