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
376
$210K 0.01%
9,215
377
$207K 0.01%
791
378
$205K 0.01%
1,347
+125
379
$203K 0.01%
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-15
380
$201K 0.01%
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381
$200K 0.01%
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382
$200K 0.01%
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-143
383
$198K 0.01%
421
+1
384
$198K 0.01%
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+15
385
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2,850
-95
386
$191K 0.01%
2,159
-60
387
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1,650
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388
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2,963
389
$181K 0.01%
879
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390
$179K 0.01%
2,810
391
$179K 0.01%
1,276
392
$176K 0.01%
1,372
393
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394
$173K 0.01%
444
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395
$172K 0.01%
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396
$172K 0.01%
192
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397
$169K 0.01%
814
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398
$169K 0.01%
7,199
-3,753
399
$169K 0.01%
773
400
$169K 0.01%
+26,171
14 15
16
17 18