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
$706M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$980K
3
+$791K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$734K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$546K

Top Sells

1
+$2.35M
2
+$1.77M
3
+$1.34M
4
FICO icon
Fair Isaac
FICO
+$1.29M
5
FFIV icon
F5
FFIV
+$653K

Sector Composition

1 Technology 14.52%
2 Financials 10.39%
3 Industrials 9.97%
4 Healthcare 5.46%
5 Consumer Staples 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$327K 0.05%
1,193
252
$316K 0.04%
2,142
253
$308K 0.04%
27,279
254
$307K 0.04%
4,860
-467
255
$307K 0.04%
4,210
256
$305K 0.04%
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+338
257
$297K 0.04%
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258
$291K 0.04%
1,349
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259
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9,672
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260
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5,015
-321
261
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2,920
262
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3,918
263
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5,129
+1
264
$258K 0.04%
95,810
265
$258K 0.04%
1,902
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266
$258K 0.04%
9,500
267
$255K 0.04%
+3,520
268
$255K 0.04%
6,115
269
$251K 0.04%
28,325
+2,260
270
$240K 0.03%
1,606
-53
271
$237K 0.03%
4,640
272
$232K 0.03%
1,055
273
$228K 0.03%
2,675
-55
274
$227K 0.03%
4,213
+1
275
$226K 0.03%
689
-500
9 10
11
12 13