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
401
$168K 0.01%
934
+346
402
$165K 0.01%
732
+82
403
$161K 0.01%
2,434
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404
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4,370
405
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406
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-582
407
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868
408
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409
$146K 0.01%
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410
$145K 0.01%
961
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411
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1,222
+1
412
$141K 0.01%
790
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413
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3,179
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414
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415
$135K 0.01%
452
416
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2,580
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417
$131K 0.01%
769
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418
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419
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2,001
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420
$124K 0.01%
638
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421
$121K 0.01%
807
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$115K 0.01%
817
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423
$114K 0.01%
4,684
+19
424
$109K 0.01%
3,140
425
$109K 0.01%
634
15 16
17
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