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
$885M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$3.36M
3 +$1.73M
4
ROK icon
Rockwell Automation
ROK
+$1.39M
5
MRK icon
Merck
MRK
+$1.31M

Sector Composition

1 Technology 20.76%
2 Industrials 12.44%
3 Financials 10.44%
4 Healthcare 6.77%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-2,022