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
601
$21K ﹤0.01%
+915
602
$21K ﹤0.01%
+304
603
$21K ﹤0.01%
+114
604
$21K ﹤0.01%
+517
605
$20K ﹤0.01%
+111
606
$20K ﹤0.01%
+84
607
$20K ﹤0.01%
+853
608
$20K ﹤0.01%
+300
609
$20K ﹤0.01%
+374
610
$20K ﹤0.01%
+200
611
$20K ﹤0.01%
+300
612
$20K ﹤0.01%
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613
$19K ﹤0.01%
+161
614
$19K ﹤0.01%
+211
615
$19K ﹤0.01%
+283
616
$19K ﹤0.01%
+629
617
$19K ﹤0.01%
+698
618
$19K ﹤0.01%
+145
619
$19K ﹤0.01%
+542
620
$19K ﹤0.01%
+143
621
$19K ﹤0.01%
+350
622
$19K ﹤0.01%
+861
623
$19K ﹤0.01%
+185
624
$19K ﹤0.01%
+95
625
$18K ﹤0.01%
+60
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