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
$303M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$501K
3
+$305K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$257K
5
AIRM
Air Methods Corp
AIRM
+$252K

Top Sells

1
+$688K
2
+$347K
3
+$278K
4
DVN icon
Devon Energy
DVN
+$231K
5
PGH
Pengrowth Energy Corporation
PGH
+$220K

Sector Composition

1 Technology 9.29%
2 Industrials 7.7%
3 Financials 7.35%
4 Healthcare 6.89%
5 Consumer Staples 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.42%
48,554
-1,593
52
$1.18M 0.39%
14,650
-10
53
$1.16M 0.38%
11,208
-320
54
$1.14M 0.38%
22,889
-3
55
$1.14M 0.38%
11,386
-235
56
$1.13M 0.37%
13,608
-100
57
$1.13M 0.37%
15,998
-86
58
$1.13M 0.37%
9,456
+1,208
59
$1.12M 0.37%
49,978
-91
60
$1.1M 0.36%
27,275
+260
61
$1.1M 0.36%
19,050
+212
62
$1.09M 0.36%
13,076
+280
63
$1.09M 0.36%
28,832
-118
64
$1.08M 0.36%
25,002
+296
65
$1.08M 0.36%
25,702
+1,064
66
$1.07M 0.35%
23,700
-244
67
$1.07M 0.35%
53,424
+1,540
68
$1.07M 0.35%
18,707
+2,054
69
$1.07M 0.35%
38,263
-281
70
$1.06M 0.35%
25,874
-701
71
$1.04M 0.34%
15,349
+142
72
$1.04M 0.34%
18,102
+1,846
73
$1.03M 0.34%
13,859
74
$1.01M 0.33%
11,158
+9
75
$1M 0.33%
14,146
1 2
3
4 5