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
701
$11.4K ﹤0.01%
+102
702
$11.4K ﹤0.01%
+45
703
$11.4K ﹤0.01%
138
704
$11K ﹤0.01%
490
+4
705
$11K ﹤0.01%
93
706
$11K ﹤0.01%
+261
707
$11K ﹤0.01%
143
708
$10.8K ﹤0.01%
+691
709
$10.6K ﹤0.01%
210
-22
710
$10.6K ﹤0.01%
180
711
$10.5K ﹤0.01%
147
712
$10.4K ﹤0.01%
+1,463
713
$10.3K ﹤0.01%
36
714
$10.3K ﹤0.01%
+950
715
$10.1K ﹤0.01%
+151
716
$10K ﹤0.01%
+287
717
$9.99K ﹤0.01%
200
+100
718
$9.93K ﹤0.01%
1,204
-81
719
$9.72K ﹤0.01%
+159
720
$9.63K ﹤0.01%
+122
721
$9.63K ﹤0.01%
+266
722
$9.62K ﹤0.01%
200
723
$9.56K ﹤0.01%
230
724
$9.37K ﹤0.01%
690
+5
725
$9.27K ﹤0.01%
+42