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
$1.24B
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.14M
3
+$4.85M
4
META icon
Meta Platforms (Facebook)
META
+$2.63M
5
JOUT icon
Johnson Outdoors
JOUT
+$2.28M

Top Sells

1
+$6.07M
2
+$2.48M
3
+$1.66M
4
CTB
Cooper Tire & Rubber Co.
CTB
+$1.64M
5
EPAM icon
EPAM Systems
EPAM
+$1.15M

Sector Composition

1 Technology 20.49%
2 Industrials 11.9%
3 Financials 11.13%
4 Healthcare 6.9%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 0.84%
37,814
-763
27
$10.1M 0.81%
20,628
-885
28
$10.1M 0.81%
88,977
-556
29
$9.72M 0.78%
55,297
+519
30
$9.6M 0.77%
60,735
+719
31
$9.47M 0.76%
50,518
+214
32
$9.43M 0.76%
22,503
+919
33
$9.4M 0.76%
167,758
+10,202
34
$9.33M 0.75%
82,443
+3,330
35
$9.25M 0.75%
17,478
+225
36
$9.02M 0.73%
110,247
+12,271
37
$8.75M 0.7%
39,861
+2,096
38
$8.74M 0.7%
30,571
+2,090
39
$8.7M 0.7%
25,146
+1,844
40
$8.58M 0.69%
114,910
+3,163
41
$8.57M 0.69%
63,503
+376
42
$8.54M 0.69%
266,332
+2,299
43
$8.49M 0.68%
24,620
-245
44
$8.33M 0.67%
49,441
+1,985
45
$8.25M 0.66%
46,382
-500
46
$8.19M 0.66%
16,295
-1,445
47
$8.08M 0.65%
27,069
+394
48
$8.06M 0.65%
48,774
+1,347
49
$8.05M 0.65%
23,147
+7,575
50
$7.99M 0.64%
85,134
+1,969
1
2
3 4 5