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
$805M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.29M
3
+$1.21M
4
ALB icon
Albemarle
ALB
+$1.2M
5
LECO icon
Lincoln Electric
LECO
+$935K

Top Sells

1
+$2.68M
2
+$1.37M
3
+$1.25M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.2M
5
FLS icon
Flowserve
FLS
+$1.15M

Sector Composition

1 Technology 20.69%
2 Industrials 11.83%
3 Financials 10.68%
4 Healthcare 6.6%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.16M 0.89%
59,859
+1,241
27
$7.11M 0.88%
240,361
-40,534
28
$6.72M 0.83%
124,966
+10,308
29
$6.68M 0.83%
121,223
+15,521
30
$6.67M 0.83%
97,726
+770
31
$6.56M 0.81%
22,145
+48
32
$6.52M 0.81%
39,469
+718
33
$6.49M 0.81%
132,088
-3,763
34
$6.45M 0.8%
33,067
+4,494
35
$6.4M 0.79%
56,949
+2,255
36
$6.31M 0.78%
24,480
-22
37
$6.29M 0.78%
74,421
+3,331
38
$6.2M 0.77%
55,568
+2,814
39
$6.19M 0.77%
266,415
-1,014
40
$6.15M 0.76%
77,768
+1,622
41
$5.9M 0.73%
62,688
-817
42
$5.88M 0.73%
18,897
+1,644
43
$5.52M 0.69%
107,319
-21,769
44
$5.5M 0.68%
38,004
-423
45
$5.49M 0.68%
30,764
+6,775
46
$5.48M 0.68%
48,360
+220
47
$5.43M 0.67%
28,638
+4,641
48
$5.41M 0.67%
115,936
+473
49
$5.36M 0.67%
63,182
+5,324
50
$5.29M 0.66%
37,621
-24
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