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
476
$72.6K ﹤0.01%
+2,939
477
$72.4K ﹤0.01%
428
+83
478
$70.9K ﹤0.01%
2,400
479
$70.9K ﹤0.01%
259
+53
480
$69.7K ﹤0.01%
604
+20
481
$68.7K ﹤0.01%
260
+36
482
$68.5K ﹤0.01%
2,346
+3
483
$67.8K ﹤0.01%
4,222
484
$67.4K ﹤0.01%
1,300
485
$65.4K ﹤0.01%
1,003
-58
486
$65.1K ﹤0.01%
625
+2
487
$63.4K ﹤0.01%
428
+1
488
$62.2K ﹤0.01%
802
489
$61.7K ﹤0.01%
489
-81
490
$61.6K ﹤0.01%
406
+1
491
$60.3K ﹤0.01%
1,407
-48
492
$60.2K ﹤0.01%
2,047
+418
493
$59.7K ﹤0.01%
1,598
-2,889
494
$59.2K ﹤0.01%
1,411
+378
495
$58.9K ﹤0.01%
1,648
-490
496
$58.8K ﹤0.01%
748
497
$58.4K ﹤0.01%
575
498
$58.3K ﹤0.01%
+243
499
$57.6K ﹤0.01%
1,197
-737
500
$56.7K ﹤0.01%
1,127
-36
18 19
20
21 22