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
626
$18K ﹤0.01%
+215
627
$18K ﹤0.01%
+279
628
$18K ﹤0.01%
+206
629
$18K ﹤0.01%
+75
630
$18K ﹤0.01%
+875
631
$17K ﹤0.01%
+1,623
632
$17K ﹤0.01%
+566
633
$17K ﹤0.01%
+193
634
$17K ﹤0.01%
+147
635
$17K ﹤0.01%
+115
636
$17K ﹤0.01%
+300
637
$16K ﹤0.01%
+414
638
$16K ﹤0.01%
+297
639
$16K ﹤0.01%
+85
640
$16K ﹤0.01%
+236
641
$16K ﹤0.01%
+286
642
$16K ﹤0.01%
+664
643
$16K ﹤0.01%
+550
644
$16K ﹤0.01%
+270
645
$16K ﹤0.01%
+776
646
$15K ﹤0.01%
+50
647
$15K ﹤0.01%
+383
648
$15K ﹤0.01%
+407
649
$15K ﹤0.01%
+110
650
$15K ﹤0.01%
+744
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