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
$2.18B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$2.39M
3
+$2.25M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.11M
5
OSIS icon
OSI Systems
OSIS
+$1.7M

Top Sells

1
+$13.3M
2
+$2.04M
3
+$1.23M
4
HI icon
Hillenbrand
HI
+$1.18M
5
AAPL icon
Apple
AAPL
+$1.05M

Sector Composition

1 Technology 21.62%
2 Industrials 15.87%
3 Financials 11.74%
4 Healthcare 8.23%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 0.8%
91,489
-925
27
$17.2M 0.79%
77,663
+463
28
$16.9M 0.78%
99,302
-364
29
$16.5M 0.76%
140,200
-1,109
30
$16.3M 0.75%
37,783
-813
31
$16.1M 0.74%
61,282
+1,886
32
$15.6M 0.72%
128,919
+65
33
$15.5M 0.71%
542,092
+537,769
34
$15.5M 0.71%
56,993
-895
35
$15.3M 0.7%
79,517
+523
36
$14.7M 0.68%
85,078
+1,543
37
$14.7M 0.67%
119,188
-807
38
$14.7M 0.67%
169,444
+2,966
39
$14.7M 0.67%
57,868
-823
40
$14.3M 0.66%
177,328
+648
41
$14M 0.64%
123,343
+1,706
42
$13.8M 0.63%
166,193
+3,198
43
$13.8M 0.63%
106,760
+624
44
$13.7M 0.63%
23,918
-27
45
$13.6M 0.62%
56,085
+1,015
46
$13.6M 0.62%
109,813
-716
47
$13.5M 0.62%
147,315
-129
48
$13.5M 0.62%
37,313
+282
49
$13.3M 0.61%
30,480
+1,085
50
$13.2M 0.61%
17,050
-675
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2
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