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
$748M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$727K
3
+$699K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$630K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$589K

Top Sells

1
+$7.37M
2
+$3.49M
3
+$1.34M
4
CAVM
Cavium, Inc.
CAVM
+$758K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$617K

Sector Composition

1 Technology 15.74%
2 Industrials 11.25%
3 Financials 10.77%
4 Healthcare 6.4%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.92M 0.79%
233,246
+6,209
27
$5.77M 0.77%
118,673
-1,195
28
$5.74M 0.77%
142,475
-160
29
$5.7M 0.76%
120,585
-263
30
$5.59M 0.75%
29,836
-133
31
$5.55M 0.74%
81,886
-3,536
32
$5.49M 0.73%
24,035
-64
33
$5.39M 0.72%
46,068
-847
34
$5.39M 0.72%
23,689
-203
35
$5.17M 0.69%
201,075
+1,216
36
$5.09M 0.68%
19,262
+547
37
$5.02M 0.67%
60,330
-199
38
$4.99M 0.67%
34,999
+270
39
$4.93M 0.66%
35,698
-930
40
$4.82M 0.64%
36,223
-654
41
$4.8M 0.64%
34,840
-1,190
42
$4.78M 0.64%
24,160
+352
43
$4.73M 0.63%
91,153
-1,546
44
$4.71M 0.63%
34,305
+195
45
$4.65M 0.62%
54,126
+337
46
$4.59M 0.61%
27,470
+1,323
47
$4.55M 0.61%
25,602
-850
48
$4.35M 0.58%
84,338
+102
49
$4.34M 0.58%
39,598
-923
50
$4.32M 0.58%
33,300
+465
1
2
3 4 5