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
$1.65B
AUM Growth
-$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Sells

1 +$2.52M
2 +$1.4M
3 +$1.14M
4
IFF icon
International Flavors & Fragrances
IFF
+$1.03M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$880K

Sector Composition

1 Technology 20.94%
2 Industrials 15.73%
3 Financials 10.51%
4 Healthcare 8.8%
5 Consumer Discretionary 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$19.9K ﹤0.01%
400
-74
602
$19.8K ﹤0.01%
395
+3
603
$19.6K ﹤0.01%
196
+2
604
$19.6K ﹤0.01%
298
+2
605
$19.5K ﹤0.01%
440
606
$18.9K ﹤0.01%
141
607
$18.8K ﹤0.01%
615
+600
608
$18.7K ﹤0.01%
228
609
$18.1K ﹤0.01%
+201
610
$18.1K ﹤0.01%
323
611
$17.7K ﹤0.01%
115
612
$17.6K ﹤0.01%
145
613
$17.5K ﹤0.01%
1,010
614
$17.5K ﹤0.01%
321
+106
615
$17.5K ﹤0.01%
+1,000
616
$17.4K ﹤0.01%
861
617
$17.4K ﹤0.01%
498
618
$17.3K ﹤0.01%
2,000
619
$17.3K ﹤0.01%
163
620
$17.1K ﹤0.01%
+515
621
$17.1K ﹤0.01%
534
+2
622
$17K ﹤0.01%
178
623
$16.9K ﹤0.01%
100
624
$16.8K ﹤0.01%
20
625
$16.7K ﹤0.01%
147