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
$405M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$1.29M
3
+$1.11M
4
KMB icon
Kimberly-Clark
KMB
+$539K
5
T icon
AT&T
T
+$458K

Top Sells

1
+$2.38M
2
+$1.41M
3
+$1.25M
4
PLL
PALL CORP
PLL
+$990K
5
FARO
Faro Technologies
FARO
+$731K

Sector Composition

1 Technology 11.61%
2 Financials 8.01%
3 Healthcare 7.86%
4 Industrials 7.52%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.5%
20,011
+3,254
52
$2.02M 0.5%
25,320
-436
53
$2.02M 0.5%
71,098
+7,153
54
$2.02M 0.5%
196,254
+13,707
55
$1.98M 0.49%
18,798
+3,996
56
$1.97M 0.49%
34,668
+6,428
57
$1.95M 0.48%
69,542
-8,671
58
$1.91M 0.47%
20,592
+1,902
59
$1.86M 0.46%
41,048
+977
60
$1.84M 0.45%
14,912
+3,148
61
$1.8M 0.44%
12,415
+248
62
$1.78M 0.44%
25,325
+4,182
63
$1.72M 0.43%
25,422
+5,690
64
$1.7M 0.42%
36,997
+8,640
65
$1.66M 0.41%
31,846
+2,631
66
$1.65M 0.41%
24,534
+1,438
67
$1.65M 0.41%
32,960
-770
68
$1.63M 0.4%
51,160
+11,953
69
$1.61M 0.4%
18,480
+2,671
70
$1.6M 0.4%
21,335
+4,899
71
$1.58M 0.39%
22,689
+3,089
72
$1.52M 0.38%
37,385
-315
73
$1.51M 0.37%
9,212
+1,720
74
$1.47M 0.36%
13,296
+1,327
75
$1.42M 0.35%
19,588
+3,350
1 2
3
4 5