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
601
$23K ﹤0.01%
200
602
$22.9K ﹤0.01%
509
603
$22.7K ﹤0.01%
7,355
+88
604
$22.5K ﹤0.01%
539
+3
605
$22.3K ﹤0.01%
+854
606
$22.3K ﹤0.01%
431
607
$22.2K ﹤0.01%
202
+2
608
$21.9K ﹤0.01%
114
-41
609
$21.6K ﹤0.01%
800
-784
610
$21.4K ﹤0.01%
446
-18
611
$21.3K ﹤0.01%
518
612
$21.3K ﹤0.01%
85
613
$21K ﹤0.01%
20
614
$21K ﹤0.01%
45
615
$20.8K ﹤0.01%
213
616
$20.7K ﹤0.01%
501
617
$20.7K ﹤0.01%
206
+3
618
$20.5K ﹤0.01%
254
619
$20.4K ﹤0.01%
182
-1
620
$20.3K ﹤0.01%
400
-9
621
$20.2K ﹤0.01%
+74
622
$20.1K ﹤0.01%
+656
623
$19.8K ﹤0.01%
+200
624
$19.7K ﹤0.01%
+320
625
$19.7K ﹤0.01%
262
-93
23 24
25
26 27