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
$251M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.9M
3
+$9.74M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.76%
2 Financials 7.71%
3 Industrials 7.46%
4 Healthcare 7%
5 Consumer Staples 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.73%
+23,622
27
$1.75M 0.7%
+30,485
28
$1.73M 0.69%
+34,336
29
$1.72M 0.68%
+49,704
30
$1.66M 0.66%
+27,519
31
$1.59M 0.64%
+30,161
32
$1.56M 0.62%
+24,660
33
$1.52M 0.61%
+26,728
34
$1.5M 0.6%
+13,439
35
$1.48M 0.59%
+8,090
36
$1.44M 0.57%
+12,913
37
$1.43M 0.57%
+74,272
38
$1.33M 0.53%
+53,736
39
$1.32M 0.53%
+21,800
40
$1.19M 0.47%
+10,359
41
$1.17M 0.47%
+26,484
42
$1.17M 0.47%
+48,224
43
$1.15M 0.46%
+30,649
44
$1.15M 0.46%
+148,962
45
$1.14M 0.45%
+46,775
46
$1.13M 0.45%
+33,234
47
$1.08M 0.43%
+22,305
48
$1.05M 0.42%
+25,731
49
$1.05M 0.42%
+14,091
50
$1.05M 0.42%
+11,252
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