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
501
$55.3K ﹤0.01%
687
+276
502
$55.3K ﹤0.01%
933
503
$54.5K ﹤0.01%
111
+103
504
$54.1K ﹤0.01%
98
+15
505
$53.4K ﹤0.01%
679
506
$53.3K ﹤0.01%
800
507
$53.1K ﹤0.01%
500
508
$52.3K ﹤0.01%
671
+132
509
$52.2K ﹤0.01%
106
-67
510
$51.3K ﹤0.01%
25
-9
511
$50.8K ﹤0.01%
335
512
$50.4K ﹤0.01%
460
513
$50.2K ﹤0.01%
345
514
$50K ﹤0.01%
554
+393
515
$49K ﹤0.01%
789
516
$48.8K ﹤0.01%
+273
517
$47.4K ﹤0.01%
102
+40
518
$47.2K ﹤0.01%
2,386
-7,561
519
$45.9K ﹤0.01%
379
+266
520
$45.6K ﹤0.01%
2,140
521
$45.2K ﹤0.01%
174
+147
522
$45.2K ﹤0.01%
111
523
$44.8K ﹤0.01%
276
524
$43.7K ﹤0.01%
500
525
$43.3K ﹤0.01%
2,586
19 20
21
22 23