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
$748M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Sells

1 +$7.37M
2 +$3.49M
3 +$1.34M
4
CAVM
Cavium, Inc.
CAVM
+$758K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$617K

Sector Composition

1 Technology 15.74%
2 Industrials 11.25%
3 Financials 10.77%
4 Healthcare 6.4%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-8,760
302
-5,519
303
-178,869
304
-80,160
305
-1,416
306
-8,024