GIA
GHP Investment Advisors Portfolio holdings
AUM
$2.26B
This Quarter Return
+8.29%
1 Year Return
+16.94%
3 Year Return
+64.16%
5 Year Return
+118.81%
10 Year Return
+241.04%
AUM
$885M
AUM Growth
+$885M
(+9.8%)
Cap. Flow
+$38.4M
Cap. Flow
% of AUM
4.34%
Top 10 Holdings %
Top 10 Hldgs %
17.4%
Holding
276
New
9
Increased
147
Reduced
96
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$16.9M |
| 2 |
Ulta Beauty
ULTA
|
$4.15M |
| 3 |
Houlihan Lokey
HLI
|
$3.36M |
| 4 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$1.73M |
| 5 |
Rockwell Automation
ROK
|
$1.39M |
Top Sells
Sector Composition
| 1 | Technology | 20.76% |
| 2 | Industrials | 12.44% |
| 3 | Financials | 10.44% |
| 4 | Healthcare | 6.77% |
| 5 | Consumer Staples | 6.43% |