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
$382M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$575K
3 +$403K
4
JPM icon
JPMorgan Chase
JPM
+$356K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$347K

Top Sells

1 +$766K
2 +$354K
3 +$317K
4
HAL icon
Halliburton
HAL
+$242K
5
ARLP icon
Alliance Resource Partners
ARLP
+$222K

Sector Composition

1 Technology 11.1%
2 Healthcare 7.54%
3 Financials 7.41%
4 Industrials 7.33%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-4,296
277
-2,755
278
-4,091
279
-10,610
280
-5,160