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
276
-3,402
277
-9,920