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
626
$19.6K ﹤0.01%
+2
627
$19.1K ﹤0.01%
494
628
$19K ﹤0.01%
915
629
$18.9K ﹤0.01%
+379
630
$18.9K ﹤0.01%
+6
631
$18.9K ﹤0.01%
+235
632
$18.7K ﹤0.01%
178
633
$18.4K ﹤0.01%
+275
634
$18.3K ﹤0.01%
+367
635
$18.2K ﹤0.01%
550
636
$18.1K ﹤0.01%
+1,006
637
$18K ﹤0.01%
+498
638
$17.8K ﹤0.01%
285
639
$17.7K ﹤0.01%
200
640
$17.6K ﹤0.01%
300
-37
641
$17.5K ﹤0.01%
289
642
$17.5K ﹤0.01%
110
643
$17.3K ﹤0.01%
141
+81
644
$17.3K ﹤0.01%
755
645
$17.2K ﹤0.01%
229
-2,439
646
$17.1K ﹤0.01%
375
-249
647
$16.8K ﹤0.01%
40
648
$16.7K ﹤0.01%
232
649
$16.7K ﹤0.01%
50
650
$16.6K ﹤0.01%
220
24 25
26
27 28