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
451
$89.5K ﹤0.01%
3,300
452
$87.1K ﹤0.01%
1,000
453
$87.1K ﹤0.01%
645
+5
454
$85.9K ﹤0.01%
3,420
-1,085
455
$85.5K ﹤0.01%
264
456
$85.3K ﹤0.01%
527
+66
457
$85.2K ﹤0.01%
1,734
+1
458
$84.8K ﹤0.01%
313
459
$84.1K ﹤0.01%
2,517
460
$83.6K ﹤0.01%
3,200
461
$81.9K ﹤0.01%
1,827
+480
462
$80.9K ﹤0.01%
825
463
$80.4K ﹤0.01%
221
+8
464
$79.3K ﹤0.01%
288
+202
465
$79.2K ﹤0.01%
2,145
466
$77.3K ﹤0.01%
2,508
467
$77.2K ﹤0.01%
7,312
+71
468
$76.4K ﹤0.01%
419
+1
469
$76.4K ﹤0.01%
643
-35
470
$76.2K ﹤0.01%
+637
471
$75.1K ﹤0.01%
167
+125
472
$74.8K ﹤0.01%
894
473
$74.2K ﹤0.01%
1,183
474
$73.4K ﹤0.01%
1,244
+5
475
$73.3K ﹤0.01%
699
17 18
19
20 21