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
$382M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$575K
3
+$403K
4
JPM icon
JPMorgan Chase
JPM
+$356K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$347K

Top Sells

1
+$766K
2
+$354K
3
+$317K
4
HAL icon
Halliburton
HAL
+$242K
5
ARLP icon
Alliance Resource Partners
ARLP
+$222K

Sector Composition

1 Technology 11.1%
2 Healthcare 7.54%
3 Financials 7.41%
4 Industrials 7.33%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.66%
36,603
+1,073
27
$2.48M 0.65%
10,977
+61
28
$2.45M 0.64%
78,213
+3,756
29
$2.42M 0.63%
27,328
+1,135
30
$2.4M 0.63%
166,716
+24,057
31
$2.4M 0.63%
20,706
-218
32
$2.35M 0.62%
95,433
+331
33
$2.34M 0.61%
33,024
+1,481
34
$2.32M 0.61%
172,875
+4,060
35
$2.31M 0.61%
28,231
+1,595
36
$2.27M 0.59%
23,754
+119
37
$2.25M 0.59%
21,437
+1,140
38
$2.25M 0.59%
26,455
-1,047
39
$2.21M 0.58%
25,756
+207
40
$2.13M 0.56%
14,732
41
$2.11M 0.55%
51,848
+2,420
42
$2.1M 0.55%
34,709
+5,883
43
$2.05M 0.54%
25,240
+1,480
44
$2.04M 0.54%
19,692
+975
45
$2.03M 0.53%
41,723
-944
46
$2.02M 0.53%
182,547
+11,418
47
$1.89M 0.49%
31,337
+1,165
48
$1.87M 0.49%
30,529
+1,890
49
$1.84M 0.48%
12,167
+2,014
50
$1.82M 0.48%
42,112
+2,227
1
2
3 4 5