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
$405M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$1.29M
3
+$1.11M
4
KMB icon
Kimberly-Clark
KMB
+$539K
5
T icon
AT&T
T
+$458K

Top Sells

1
+$2.38M
2
+$1.41M
3
+$1.25M
4
PLL
PALL CORP
PLL
+$990K
5
FARO
Faro Technologies
FARO
+$731K

Sector Composition

1 Technology 11.61%
2 Financials 8.01%
3 Healthcare 7.86%
4 Industrials 7.52%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.68%
27,936
-35
27
$2.77M 0.68%
30,074
+2,746
28
$2.7M 0.67%
33,610
+5,379
29
$2.67M 0.66%
58,143
+6,295
30
$2.63M 0.65%
39,229
+2,626
31
$2.62M 0.65%
35,464
+4,935
32
$2.59M 0.64%
180,942
+14,226
33
$2.58M 0.64%
26,777
+3,023
34
$2.52M 0.62%
23,607
-1,794
35
$2.47M 0.61%
10,908
-69
36
$2.43M 0.6%
21,707
+2,015
37
$2.41M 0.6%
35,173
+2,149
38
$2.39M 0.59%
26,377
+4,940
39
$2.35M 0.58%
29,430
+2,975
40
$2.31M 0.57%
19,905
-801
41
$2.27M 0.56%
20,323
+4,823
42
$2.27M 0.56%
49,234
+7,511
43
$2.26M 0.56%
34,194
-36,113
44
$2.2M 0.54%
168,309
-4,566
45
$2.13M 0.53%
15,102
+370
46
$2.13M 0.52%
19,918
+2,815
47
$2.1M 0.52%
35,142
+3,805
48
$2.1M 0.52%
26,402
+1,162
49
$2.06M 0.51%
14,625
+1,226
50
$2.03M 0.5%
51,975
+9,863
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