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
551
$34.9K ﹤0.01%
1,309
+2
552
$34.6K ﹤0.01%
39
+13
553
$34.1K ﹤0.01%
346
-565
554
$34K ﹤0.01%
915
+20
555
$33.9K ﹤0.01%
484
+2
556
$33.3K ﹤0.01%
87
+28
557
$33K ﹤0.01%
384
+43
558
$32.7K ﹤0.01%
450
559
$30.5K ﹤0.01%
398
560
$30.4K ﹤0.01%
2,549
+48
561
$30.3K ﹤0.01%
327
-9
562
$30.1K ﹤0.01%
257
563
$29.8K ﹤0.01%
1,266
564
$29.8K ﹤0.01%
+4,158
565
$29.6K ﹤0.01%
375
566
$29.6K ﹤0.01%
+163
567
$29.6K ﹤0.01%
120
+78
568
$29.4K ﹤0.01%
937
569
$29.3K ﹤0.01%
5,344
570
$29.2K ﹤0.01%
163
+72
571
$29.1K ﹤0.01%
1,000
-137
572
$29.1K ﹤0.01%
28
+20
573
$29K ﹤0.01%
2,588
+1,002
574
$28.8K ﹤0.01%
500
575
$28.8K ﹤0.01%
1,244
+107
21 22
23
24 25