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
626
$16.4K ﹤0.01%
853
627
$16.3K ﹤0.01%
41
628
$16.2K ﹤0.01%
108
629
$16.1K ﹤0.01%
75
630
$15.9K ﹤0.01%
74
631
$15.8K ﹤0.01%
518
+215
632
$15.7K ﹤0.01%
915
633
$15.7K ﹤0.01%
+200
634
$15.7K ﹤0.01%
82
+10
635
$15.6K ﹤0.01%
501
636
$15.6K ﹤0.01%
302
+40
637
$15.5K ﹤0.01%
362
+3
638
$15.5K ﹤0.01%
+300
639
$15.5K ﹤0.01%
205
640
$15.4K ﹤0.01%
291
641
$15.3K ﹤0.01%
1,200
642
$15.3K ﹤0.01%
6
643
$15.2K ﹤0.01%
193
644
$14.9K ﹤0.01%
494
645
$14.9K ﹤0.01%
431
+397
646
$14.7K ﹤0.01%
+303
647
$14.6K ﹤0.01%
20
648
$14.2K ﹤0.01%
286
-138
649
$14.1K ﹤0.01%
120
650
$13.9K ﹤0.01%
45