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
$387M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$904K
2
+$840K
3
+$477K
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$462K
5
CPGX
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
+$413K

Top Sells

1
+$1.7M
2
+$708K
3
+$607K
4
ETP
Energy Transfer Partners L.p.
ETP
+$541K
5
EBAY icon
eBay
EBAY
+$520K

Sector Composition

1 Technology 12.14%
2 Financials 8%
3 Healthcare 7.9%
4 Industrials 7.57%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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