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
$706M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$980K
3
+$791K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$734K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$546K

Top Sells

1
+$2.35M
2
+$1.77M
3
+$1.34M
4
FICO icon
Fair Isaac
FICO
+$1.29M
5
FFIV icon
F5
FFIV
+$653K

Sector Composition

1 Technology 14.52%
2 Financials 10.39%
3 Industrials 9.97%
4 Healthcare 5.46%
5 Consumer Staples 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.98M 0.56%
70,003
-342
52
$3.96M 0.56%
19,852
53
$3.87M 0.55%
74,487
-324
54
$3.84M 0.54%
29,597
-210
55
$3.82M 0.54%
83,555
+835
56
$3.59M 0.51%
14,945
+307
57
$3.42M 0.49%
30,035
-105
58
$3.35M 0.48%
197,140
+2,573
59
$3.32M 0.47%
24,383
-4
60
$3.3M 0.47%
53,478
+2,228
61
$3.25M 0.46%
52,734
+2,019
62
$3.25M 0.46%
61,953
+3,873
63
$3.21M 0.46%
67,193
+2,106
64
$3.16M 0.45%
53,994
+5,431
65
$3.15M 0.45%
43,907
-345
66
$3.13M 0.44%
62,826
+4,880
67
$3.06M 0.43%
60,696
+505
68
$3M 0.43%
161,576
+9,130
69
$3M 0.42%
26,403
-215
70
$2.98M 0.42%
15,837
-139
71
$2.98M 0.42%
32,665
+1,403
72
$2.96M 0.42%
26,574
-1,030
73
$2.88M 0.41%
115,510
-808
74
$2.88M 0.41%
26,122
-1,075
75
$2.83M 0.4%
54,989
+1,598
1 2
3
4 5