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
276
$248K 0.03%
29,180
+2,960
277
$246K 0.03%
3,623
278
$244K 0.03%
2,683
-46
279
$240K 0.03%
28,325
280
$238K 0.03%
8,278
281
$235K 0.03%
1,297
-55
282
$233K 0.03%
2,911
283
$233K 0.03%
27,279
284
$229K 0.03%
7,700
285
$226K 0.03%
+1,385
286
$220K 0.03%
4,280
-360
287
$215K 0.03%
+2,512
288
$213K 0.03%
+572
289
$212K 0.03%
5,809
+23
290
$211K 0.03%
+1,039
291
$210K 0.03%
+5,170
292
$208K 0.03%
1,291
-45
293
$206K 0.03%
3,020
294
$206K 0.03%
62,906
295
$205K 0.03%
4,393
-70
296
$205K 0.03%
1,700
297
$204K 0.03%
4,728
298
$173K 0.02%
+10,092
299
$92K 0.01%
10,300
300
$51K 0.01%
333
9 10 11
12
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