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
$339M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$380K
3
+$368K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$360K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$336K
2
+$275K
3
+$242K
4
DD
Du Pont De Nemours E I
DD
+$216K
5
MUR icon
Murphy Oil
MUR
+$214K

Sector Composition

1 Technology 9.35%
2 Industrials 7.32%
3 Financials 7.06%
4 Healthcare 6.84%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.41%
19,623
+1,417
52
$1.39M 0.41%
35,138
+790
53
$1.38M 0.41%
16,111
+111
54
$1.38M 0.41%
55,062
+627
55
$1.37M 0.41%
96,219
+15,852
56
$1.37M 0.4%
14,416
+2
57
$1.36M 0.4%
106,338
+12,564
58
$1.36M 0.4%
12,742
+632
59
$1.35M 0.4%
19,883
+2,260
60
$1.33M 0.39%
11,174
+2
61
$1.32M 0.39%
53,183
-52
62
$1.31M 0.39%
15,592
+1,203
63
$1.3M 0.39%
27,558
-7
64
$1.26M 0.37%
19,619
+1,172
65
$1.25M 0.37%
14,222
+508
66
$1.23M 0.36%
23,395
+818
67
$1.22M 0.36%
10,592
+227
68
$1.22M 0.36%
28,901
+1,326
69
$1.2M 0.35%
12,537
+390
70
$1.19M 0.35%
20,644
+722
71
$1.18M 0.35%
16,536
+527
72
$1.18M 0.35%
13,941
+515
73
$1.17M 0.35%
26,739
+2,395
74
$1.16M 0.34%
14,980
75
$1.15M 0.34%
14,385
+522
1 2
3
4 5