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
476
$59K ﹤0.01%
+2,239
477
$59K ﹤0.01%
+452
478
$58K ﹤0.01%
+2,879
479
$56K ﹤0.01%
+1,475
480
$56K ﹤0.01%
+337
481
$56K ﹤0.01%
+185
482
$56K ﹤0.01%
+1,718
483
$55K ﹤0.01%
+453
484
$55K ﹤0.01%
+1,073
485
$54K ﹤0.01%
+500
486
$54K ﹤0.01%
+1,227
487
$54K ﹤0.01%
+576
488
$54K ﹤0.01%
+822
489
$53K ﹤0.01%
+404
490
$53K ﹤0.01%
+1,027
491
$52K ﹤0.01%
+580
492
$52K ﹤0.01%
+363
493
$51K ﹤0.01%
+947
494
$51K ﹤0.01%
+509
495
$51K ﹤0.01%
+2,400
496
$51K ﹤0.01%
+218
497
$50K ﹤0.01%
+498
498
$50K ﹤0.01%
+1,356
499
$50K ﹤0.01%
+313
500
$49K ﹤0.01%
+748
18 19
20
21 22