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
$339M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$380K
3
+$368K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$360K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$336K
2
+$275K
3
+$242K
4
DD
Du Pont De Nemours E I
DD
+$216K
5
MUR icon
Murphy Oil
MUR
+$214K

Sector Composition

1 Technology 9.35%
2 Industrials 7.32%
3 Financials 7.06%
4 Healthcare 6.84%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.69%
21,143
+20
27
$2.31M 0.68%
23,980
+350
28
$2.31M 0.68%
33,804
+1,521
29
$2.2M 0.65%
30,774
+1,125
30
$2.05M 0.6%
22,897
-1,160
31
$2.04M 0.6%
48,893
+1,070
32
$2.02M 0.6%
29,071
+279
33
$2M 0.59%
40,923
+1,980
34
$2M 0.59%
25,410
+634
35
$1.95M 0.58%
10,492
+260
36
$1.84M 0.54%
14,562
-44
37
$1.76M 0.52%
290,640
+59,416
38
$1.69M 0.5%
16,253
+213
39
$1.68M 0.5%
163,788
+4,914
40
$1.65M 0.49%
70,872
+15,460
41
$1.64M 0.48%
22,615
+40
42
$1.63M 0.48%
28,343
-1,167
43
$1.58M 0.47%
18,009
+795
44
$1.56M 0.46%
13,348
+2,930
45
$1.56M 0.46%
50,487
-1,381
46
$1.54M 0.45%
24,137
+1,051
47
$1.5M 0.44%
11,889
-355
48
$1.49M 0.44%
8,623
+327
49
$1.49M 0.44%
36,824
+1,247
50
$1.42M 0.42%
21,609
+172
1
2
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