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
376
$171K 0.01%
+3,200
377
$170K 0.01%
+677
378
$169K 0.01%
+3,228
379
$166K 0.01%
+1,503
380
$162K 0.01%
+797
381
$161K 0.01%
+1,803
382
$161K 0.01%
+3,529
383
$160K 0.01%
+2,810
384
$157K 0.01%
+2,610
385
$154K 0.01%
5,019
-749
386
$153K 0.01%
+2,355
387
$152K 0.01%
+1,968
388
$152K 0.01%
+3,016
389
$150K 0.01%
+4,360
390
$148K 0.01%
+6,218
391
$144K 0.01%
+2,280
392
$142K 0.01%
1,289
-333
393
$140K 0.01%
+884
394
$138K 0.01%
+6,560
395
$136K 0.01%
+2,770
396
$135K 0.01%
+886
397
$135K 0.01%
+409
398
$132K 0.01%
+4,800
399
$132K 0.01%
+1,501
400
$129K 0.01%
25,075
14 15
16
17 18