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
$251M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.9M
3
+$9.74M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.76%
2 Financials 7.71%
3 Industrials 7.46%
4 Healthcare 7%
5 Consumer Staples 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.41%
+33,336
52
$1.01M 0.4%
+16,537
53
$978K 0.39%
+12,522
54
$973K 0.39%
+21,225
55
$966K 0.39%
+15,962
56
$966K 0.39%
+11,405
57
$961K 0.38%
+14,814
58
$957K 0.38%
+27,232
59
$956K 0.38%
+26,439
60
$942K 0.38%
+13,592
61
$928K 0.37%
+12,672
62
$893K 0.36%
+18,025
63
$884K 0.35%
+24,636
64
$865K 0.35%
+10,819
65
$865K 0.35%
+7,822
66
$855K 0.34%
+12,411
67
$850K 0.34%
+79,217
68
$848K 0.34%
+13,112
69
$838K 0.33%
+24,698
70
$830K 0.33%
+16,111
71
$828K 0.33%
+37,741
72
$810K 0.32%
+13,266
73
$805K 0.32%
+14,586
74
$801K 0.32%
+11,447
75
$776K 0.31%
+17,118
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3
4 5