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
$1.52B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.3M
3
+$11.8M
4
RTX icon
RTX Corp
RTX
+$11.3M
5
AON icon
Aon
AON
+$7.18M

Top Sells

1
+$2.47M
2
+$901K
3
+$890K
4
ALB icon
Albemarle
ALB
+$776K
5
TTEK icon
Tetra Tech
TTEK
+$547K

Sector Composition

1 Technology 20.58%
2 Industrials 12.32%
3 Financials 11.04%
4 Healthcare 8.51%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$11K ﹤0.01%
+219
702
$11K ﹤0.01%
+25
703
$11K ﹤0.01%
+137
704
$11K ﹤0.01%
+100
705
$11K ﹤0.01%
+26
706
$11K ﹤0.01%
+602
707
$11K ﹤0.01%
+195
708
$11K ﹤0.01%
+248
709
$10K ﹤0.01%
+387
710
$10K ﹤0.01%
+72
711
$10K ﹤0.01%
+1,320
712
$10K ﹤0.01%
+221
713
$10K ﹤0.01%
+1,200
714
$10K ﹤0.01%
+800
715
$10K ﹤0.01%
+95
716
$10K ﹤0.01%
+66
717
$10K ﹤0.01%
+215
718
$10K ﹤0.01%
+245
719
$10K ﹤0.01%
+133
720
$10K ﹤0.01%
+250
721
$10K ﹤0.01%
+110
722
$10K ﹤0.01%
+114
723
$10K ﹤0.01%
+187
724
$10K ﹤0.01%
+45
725
$10K ﹤0.01%
+21
27 28
29
30 31