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
576
$28.5K ﹤0.01%
400
577
$28.4K ﹤0.01%
+2,185
578
$28.4K ﹤0.01%
671
+2
579
$28.3K ﹤0.01%
1,000
580
$27.8K ﹤0.01%
46
-46
581
$27.7K ﹤0.01%
436
+2
582
$27.3K ﹤0.01%
+2,110
583
$27.2K ﹤0.01%
615
584
$27.2K ﹤0.01%
201
585
$26.8K ﹤0.01%
968
+16
586
$26.3K ﹤0.01%
778
+265
587
$25.9K ﹤0.01%
700
588
$25.9K ﹤0.01%
358
+35
589
$25.3K ﹤0.01%
+151
590
$25.2K ﹤0.01%
3,285
591
$25.1K ﹤0.01%
392
592
$24.9K ﹤0.01%
+108
593
$24.5K ﹤0.01%
306
+4
594
$24.5K ﹤0.01%
+1,000
595
$24.2K ﹤0.01%
322
596
$24.2K ﹤0.01%
210
+156
597
$23.9K ﹤0.01%
1,200
598
$23.7K ﹤0.01%
524
+2
599
$23.2K ﹤0.01%
327
600
$23.1K ﹤0.01%
25
-19
22 23
24
25 26