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
$1.52B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.3M
3
+$11.8M
4
RTX icon
RTX Corp
RTX
+$11.3M
5
AON icon
Aon
AON
+$7.18M

Top Sells

1
+$2.47M
2
+$901K
3
+$890K
4
ALB icon
Albemarle
ALB
+$776K
5
TTEK icon
Tetra Tech
TTEK
+$547K

Sector Composition

1 Technology 20.58%
2 Industrials 12.32%
3 Financials 11.04%
4 Healthcare 8.51%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$635K 0.04%
298,335
+28,960
277
$629K 0.04%
26,576
-2,796
278
$620K 0.04%
6,004
+2,624
279
$619K 0.04%
+8,049
280
$614K 0.04%
6,746
+248
281
$595K 0.04%
16,539
+84
282
$589K 0.04%
5,647
+127
283
$578K 0.04%
14,680
284
$577K 0.04%
1,291
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285
$537K 0.04%
2,552
+156
286
$534K 0.04%
7,975
-689
287
$514K 0.03%
+11,265
288
$505K 0.03%
1,119
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289
$502K 0.03%
11,222
+148
290
$489K 0.03%
6,190
+2,717
291
$481K 0.03%
+7,524
292
$477K 0.03%
2,095
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293
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7,966
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294
$469K 0.03%
26,112
-1,500
295
$464K 0.03%
3,447
+23
296
$460K 0.03%
2,063
-4
297
$449K 0.03%
1,644
+637
298
$421K 0.03%
3,286
+6
299
$418K 0.03%
5,726
+180
300
$406K 0.03%
1,707
-54
10 11
12
13 14