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
$748M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$727K
3
+$699K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$630K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$589K

Top Sells

1
+$7.37M
2
+$3.49M
3
+$1.34M
4
CAVM
Cavium, Inc.
CAVM
+$758K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$617K

Sector Composition

1 Technology 15.74%
2 Industrials 11.25%
3 Financials 10.77%
4 Healthcare 6.4%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$358K 0.05%
4,395
-197
252
$350K 0.05%
5,602
+1
253
$345K 0.05%
5,071
254
$343K 0.05%
1,902
255
$334K 0.04%
2,920
256
$330K 0.04%
2,423
+191
257
$327K 0.04%
2,142
-129
258
$323K 0.04%
95,810
259
$320K 0.04%
6,799
+10
260
$309K 0.04%
4,210
261
$299K 0.04%
4,810
262
$298K 0.04%
+9,021
263
$295K 0.04%
1,429
-50
264
$289K 0.04%
1,055
265
$288K 0.04%
+1,000
266
$277K 0.04%
8,294
+1,879
267
$277K 0.04%
+6,256
268
$268K 0.04%
9,831
269
$263K 0.04%
6,115
270
$262K 0.04%
5,133
+2
271
$259K 0.03%
2,060
+210
272
$256K 0.03%
25,176
273
$254K 0.03%
+2,000
274
$253K 0.03%
+10,330
275
$250K 0.03%
9,500
9 10
11
12 13