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 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
651
$16.5K ﹤0.01%
200
652
$16.4K ﹤0.01%
+364
653
$16.3K ﹤0.01%
+895
654
$16.3K ﹤0.01%
+38
655
$16.1K ﹤0.01%
329
+226
656
$16.1K ﹤0.01%
+41
657
$16.1K ﹤0.01%
72
+67
658
$15.9K ﹤0.01%
450
659
$15.9K ﹤0.01%
+145
660
$15.7K ﹤0.01%
6,000
661
$15.6K ﹤0.01%
450
662
$15.2K ﹤0.01%
+1,177
663
$15K ﹤0.01%
500
664
$15K ﹤0.01%
100
665
$14.8K ﹤0.01%
430
666
$14.8K ﹤0.01%
303
+3
667
$14.7K ﹤0.01%
+254
668
$14.7K ﹤0.01%
291
+37
669
$14.5K ﹤0.01%
+130
670
$14.5K ﹤0.01%
+2,475
671
$14.4K ﹤0.01%
471
672
$14.4K ﹤0.01%
450
673
$14.1K ﹤0.01%
250
674
$13.3K ﹤0.01%
487
+2
675
$13.3K ﹤0.01%
415