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
$1.15B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.14M
3
+$1.08M
4
MLM icon
Martin Marietta Materials
MLM
+$939K
5
META icon
Meta Platforms (Facebook)
META
+$892K

Top Sells

1
+$2.11M
2
+$2.01M
3
+$748K
4
AAPL icon
Apple
AAPL
+$707K
5
FICO icon
Fair Isaac
FICO
+$656K

Sector Composition

1 Technology 19.93%
2 Industrials 12.87%
3 Financials 10.3%
4 Healthcare 6.71%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$248K 0.02%
+2,470
277
$246K 0.02%
+3,729
278
$239K 0.02%
14,895
279
$223K 0.02%
4,717
280
$217K 0.02%
+1,683
281
$215K 0.02%
+3,452
282
$215K 0.02%
+2,906
283
$213K 0.02%
4,221
-314
284
$209K 0.02%
1,346
285
$204K 0.02%
+8,235
286
$202K 0.02%
3,037
-146
287
$202K 0.02%
+2,000
288
$152K 0.01%
300
289
– –
-9,221
290
– –
-3,991
291
– –
-3,215
8 9 10 11
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