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
$2.26B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$4.43M
3 +$1.87M
4
CME icon
CME Group
CME
+$1.17M
5
ROK icon
Rockwell Automation
ROK
+$1.14M

Top Sells

1 +$4.49M
2 +$3.79M
3 +$3.58M
4
GNTX icon
Gentex
GNTX
+$3.27M
5
COLM icon
Columbia Sportswear
COLM
+$2.09M

Sector Composition

1 Technology 20.88%
2 Industrials 15.15%
3 Financials 13.94%
4 Healthcare 7.86%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRWD icon
676
CrowdStrike
CRWD
$134B
$14.3K ﹤0.01%
28
+1
CCL icon
677
Carnival Corp
CCL
$34.3B
$14.1K ﹤0.01%
500
-100
LBRDA icon
678
Liberty Broadband Class A
LBRDA
$7.28B
$14K ﹤0.01%
143
FWONA icon
679
Liberty Media Series A
FWONA
$22.9B
$14K ﹤0.01%
147
EG icon
680
Everest Group
EG
$13.3B
$13.9K ﹤0.01%
41
FSK icon
681
FS KKR Capital
FSK
$4.18B
$13.9K ﹤0.01%
668
WBD icon
682
Warner Bros
WBD
$56B
$13.8K ﹤0.01%
1,203
WING icon
683
Wingstop
WING
$6.63B
$13.7K ﹤0.01%
41
SWK icon
684
Stanley Black & Decker
SWK
$10.3B
$13.7K ﹤0.01%
202
IVOO icon
685
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.79B
$13.5K ﹤0.01%
129
+52
WOMN icon
686
Impact Shares Womens Empowerment ETF Trading
WOMN
$63.6M
$13.5K ﹤0.01%
340
KC
687
Kingsoft Cloud Holdings
KC
$3.55B
$13.4K ﹤0.01%
1,073
-1
ATI icon
688
ATI
ATI
$13B
$13K ﹤0.01%
151
MTD icon
689
Mettler-Toledo International
MTD
$29.3B
$12.9K ﹤0.01%
+11
ATGE icon
690
Adtalem Global Education
ATGE
$3.35B
$12.9K ﹤0.01%
101
AVA icon
691
Avista
AVA
$3.14B
$12.4K ﹤0.01%
327
AMT icon
692
American Tower
AMT
$84.4B
$12.2K ﹤0.01%
55
EVR icon
693
Evercore
EVR
$11.5B
$12.2K ﹤0.01%
45
LNTH icon
694
Lantheus
LNTH
$3.92B
$11.9K ﹤0.01%
145
MFA
695
MFA Financial
MFA
$936M
$11.8K ﹤0.01%
+1,250
RGLD icon
696
Royal Gold
RGLD
$14.3B
$11.7K ﹤0.01%
66
NWE icon
697
NorthWestern Energy
NWE
$3.74B
$11.4K ﹤0.01%
223
LVS icon
698
Las Vegas Sands
LVS
$41.4B
$11.3K ﹤0.01%
259
+1
LAMR icon
699
Lamar Advertising Co
LAMR
$12.1B
$11.2K ﹤0.01%
92
BJ icon
700
BJs Wholesale Club
BJ
$11.9B
$11.1K ﹤0.01%
103