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
526
$42.8K ﹤0.01%
439
527
$42.5K ﹤0.01%
51
-30
528
$42.4K ﹤0.01%
115
-4
529
$42.4K ﹤0.01%
316
-316
530
$42K ﹤0.01%
2,021
531
$41.1K ﹤0.01%
1,608
532
$40.7K ﹤0.01%
890
533
$40.5K ﹤0.01%
432
+87
534
$40K ﹤0.01%
436
-10
535
$39K ﹤0.01%
2,320
536
$38.8K ﹤0.01%
+2,205
537
$38.6K ﹤0.01%
553
538
$38K ﹤0.01%
381
-2
539
$37.6K ﹤0.01%
518
+514
540
$37.6K ﹤0.01%
1,077
+21
541
$37.3K ﹤0.01%
779
-2
542
$37.1K ﹤0.01%
563
+163
543
$36.7K ﹤0.01%
450
544
$36.5K ﹤0.01%
900
545
$36.5K ﹤0.01%
800
546
$36.4K ﹤0.01%
+228
547
$35.6K ﹤0.01%
568
+368
548
$35.1K ﹤0.01%
1,750
549
$35K ﹤0.01%
133
550
$35K ﹤0.01%
449
+120
20 21
22
23 24