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
301
$404K 0.03%
9,377
-362
302
$397K 0.03%
+3,351
303
$396K 0.03%
5,383
+197
304
$376K 0.02%
4,260
-219
305
$364K 0.02%
1,771
+1
306
$360K 0.02%
1,259
-44
307
$358K 0.02%
3,024
+45
308
$344K 0.02%
5,335
+237
309
$343K 0.02%
13,800
310
$337K 0.02%
10,550
311
$332K 0.02%
9,207
312
$332K 0.02%
1,038
+13
313
$329K 0.02%
+2,677
314
$327K 0.02%
5,202
315
$326K 0.02%
5,193
-803
316
$315K 0.02%
1,472
+95
317
$312K 0.02%
5,565
318
$307K 0.02%
+11,260
319
$306K 0.02%
3,541
320
$305K 0.02%
5,004
+9
321
$300K 0.02%
+1,978
322
$298K 0.02%
7,629
+8
323
$290K 0.02%
2,857
324
$287K 0.02%
440
325
$284K 0.02%
3,729
11 12
13
14 15