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
676
$13.3K ﹤0.01%
68
-41
677
$13.2K ﹤0.01%
668
678
$13K ﹤0.01%
1,122
+11
679
$13K ﹤0.01%
266
+172
680
$12.9K ﹤0.01%
+28
681
$12.8K ﹤0.01%
101
-25
682
$12.8K ﹤0.01%
+223
683
$12.7K ﹤0.01%
300
684
$12.7K ﹤0.01%
+327
685
$12.6K ﹤0.01%
800
686
$12.5K ﹤0.01%
245
687
$12.4K ﹤0.01%
+428
688
$12.4K ﹤0.01%
317
+4
689
$12.4K ﹤0.01%
241
+67
690
$12.3K ﹤0.01%
1,529
+300
691
$12.3K ﹤0.01%
+92
692
$12.1K ﹤0.01%
+689
693
$12.1K ﹤0.01%
+178
694
$12.1K ﹤0.01%
133
695
$12K ﹤0.01%
917
696
$11.8K ﹤0.01%
190
+60
697
$11.7K ﹤0.01%
140
698
$11.7K ﹤0.01%
42
+9
699
$11.6K ﹤0.01%
65
700
$11.5K ﹤0.01%
100
26 27
28
29 30