GIA
GHP Investment Advisors Portfolio holdings
AUM
$2.26B
1-Year Return
16.94%
This Quarter Return
+4.43%
1 Year Return
+16.94%
3 Year Return
+64.16%
5 Year Return
+118.81%
10 Year Return
+241.04%
AUM
$339M
AUM Growth
+$25.4M
(+8.1%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
3.69%
Top 10 Holdings %
Top 10 Hldgs %
31.52%
Holding
277
New
10
Increased
168
Reduced
56
Closed
5
Top Buys
Top Sells
1 |
LSI
LSI CORPORATION
LSI
|
$336K |
2 |
ARTC
ARTHROCARE CORP
ARTC
|
$275K |
3 |
Adtran
ADTN
|
$242K |
4 |
DD
Du Pont De Nemours E I
DD
|
$216K |
5 |
Murphy Oil
MUR
|
$214K |
Sector Composition
1 | Technology | 9.35% |
2 | Industrials | 7.46% |
3 | Financials | 7.06% |
4 | Healthcare | 6.84% |
5 | Energy | 5.91% |