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
$2.18B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$2.39M
3
+$2.25M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.11M
5
OSIS icon
OSI Systems
OSIS
+$1.7M

Top Sells

1
+$13.3M
2
+$2.04M
3
+$1.23M
4
HI icon
Hillenbrand
HI
+$1.18M
5
AAPL icon
Apple
AAPL
+$1.05M

Sector Composition

1 Technology 21.62%
2 Industrials 15.87%
3 Financials 11.74%
4 Healthcare 8.23%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$818K 0.04%
8,634
-5,863
277
$796K 0.04%
2,812
+597
278
$777K 0.04%
2,553
+74
279
$776K 0.04%
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280
$760K 0.03%
+7,912
281
$748K 0.03%
17,290
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282
$732K 0.03%
2,579
-47
283
$667K 0.03%
1,262
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284
$658K 0.03%
4,249
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285
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1,285
-48
286
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287
$636K 0.03%
2,637
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288
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12,129
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289
$619K 0.03%
10,756
-7,113
290
$595K 0.03%
26,328
-474
291
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5,894
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292
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293
$578K 0.03%
32,065
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294
$574K 0.03%
48,551
295
$569K 0.03%
3,300
+1,070
296
$567K 0.03%
5,820
-310
297
$564K 0.03%
5,049
298
$557K 0.03%
6,961
299
$546K 0.03%
12,328
300
$543K 0.02%
4,560
-134
10 11
12
13 14