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
$1.52B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.3M
3
+$11.8M
4
RTX icon
RTX Corp
RTX
+$11.3M
5
AON icon
Aon
AON
+$7.18M

Top Sells

1
+$2.47M
2
+$901K
3
+$890K
4
ALB icon
Albemarle
ALB
+$776K
5
TTEK icon
Tetra Tech
TTEK
+$547K

Sector Composition

1 Technology 20.58%
2 Industrials 12.32%
3 Financials 11.04%
4 Healthcare 8.51%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 0.76%
148,720
+4,097
27
$11.3M 0.75%
+114,308
28
$11.3M 0.74%
19,591
+399
29
$11.2M 0.74%
134,821
+3,721
30
$11.1M 0.73%
27,882
+333
31
$10.8M 0.71%
287,157
+6,727
32
$10.5M 0.69%
22,248
-12
33
$10.4M 0.68%
118,419
+1,744
34
$10.4M 0.68%
45,757
+1,996
35
$10.2M 0.67%
74,898
+1,634
36
$10.2M 0.67%
36,253
+3,059
37
$10.1M 0.67%
66,344
-331
38
$9.96M 0.66%
53,240
+748
39
$9.92M 0.65%
44,509
+491
40
$9.43M 0.62%
185,030
+12,065
41
$9.38M 0.62%
68,049
+2,551
42
$9.19M 0.6%
60,932
+241
43
$9.1M 0.6%
84,319
-1,223
44
$9.06M 0.6%
18,835
-93
45
$8.99M 0.59%
108,266
+5,848
46
$8.81M 0.58%
32,970
+1,975
47
$8.62M 0.57%
57,404
+1,322
48
$8.29M 0.55%
101,045
+4,208
49
$8.25M 0.54%
17,677
+336
50
$8.18M 0.54%
119,220
+909
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