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
576
$26K ﹤0.01%
+98
577
$26K ﹤0.01%
+755
578
$26K ﹤0.01%
+524
579
$26K ﹤0.01%
+323
580
$26K ﹤0.01%
+477
581
$26K ﹤0.01%
+500
582
$26K ﹤0.01%
+465
583
$26K ﹤0.01%
+358
584
$25K ﹤0.01%
+72
585
$25K ﹤0.01%
+760
586
$24K ﹤0.01%
+408
587
$24K ﹤0.01%
+375
588
$23K ﹤0.01%
+1,012
589
$23K ﹤0.01%
+131
590
$23K ﹤0.01%
+625
591
$23K ﹤0.01%
+2,400
592
$22K ﹤0.01%
+126
593
$22K ﹤0.01%
+50
594
$22K ﹤0.01%
+450
595
$22K ﹤0.01%
+212
596
$22K ﹤0.01%
+609
597
$22K ﹤0.01%
+91
598
$22K ﹤0.01%
+400
599
$21K ﹤0.01%
+130
600
$21K ﹤0.01%
+1,131
22 23
24
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