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
426
$109K 0.01%
2,013
-235
427
$108K 0.01%
1,001
-70
428
$108K 0.01%
184
429
$105K ﹤0.01%
5,274
-3,032
430
$105K ﹤0.01%
1,500
431
$103K ﹤0.01%
604
+264
432
$103K ﹤0.01%
1,000
433
$102K ﹤0.01%
401
+65
434
$99.9K ﹤0.01%
740
+34
435
$99.2K ﹤0.01%
775
+96
436
$99.2K ﹤0.01%
836
+86
437
$98.8K ﹤0.01%
2,750
438
$98.8K ﹤0.01%
1,107
+257
439
$98.4K ﹤0.01%
1,104
+150
440
$97.6K ﹤0.01%
1,072
-259
441
$97.4K ﹤0.01%
1,171
+916
442
$97.1K ﹤0.01%
923
-341
443
$94.5K ﹤0.01%
1,126
-102
444
$94.5K ﹤0.01%
274
+1
445
$93.2K ﹤0.01%
1,102
+416
446
$93K ﹤0.01%
1,036
+10
447
$92.6K ﹤0.01%
680
+9
448
$92K ﹤0.01%
2,265
449
$91.6K ﹤0.01%
2,413
+9
450
$91.5K ﹤0.01%
875
16 17
18
19 20