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
$1.15B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.14M
3
+$1.08M
4
MLM icon
Martin Marietta Materials
MLM
+$939K
5
META icon
Meta Platforms (Facebook)
META
+$892K

Top Sells

1
+$2.11M
2
+$2.01M
3
+$748K
4
AAPL icon
Apple
AAPL
+$707K
5
FICO icon
Fair Isaac
FICO
+$656K

Sector Composition

1 Technology 19.93%
2 Industrials 12.87%
3 Financials 10.3%
4 Healthcare 6.71%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.93M 0.6%
47,456
+606
52
$6.89M 0.6%
132,275
-10,085
53
$6.71M 0.58%
47,427
+368
54
$6.64M 0.58%
91,415
+3,841
55
$6.64M 0.58%
128,389
+4,360
56
$6.54M 0.57%
88,891
+5,497
57
$6.54M 0.57%
39,783
+1,360
58
$6.52M 0.57%
97,976
+4,951
59
$6.5M 0.56%
18,437
+793
60
$6.5M 0.56%
164,789
-4,210
61
$6.43M 0.56%
29,613
-1,062
62
$6.26M 0.54%
143,773
+7,546
63
$6.2M 0.54%
22,575
+14
64
$6.15M 0.53%
23,247
-492
65
$6.03M 0.52%
26,131
-434
66
$5.97M 0.52%
16,036
-260
67
$5.88M 0.51%
43,702
+1,041
68
$5.84M 0.51%
57,344
+452
69
$5.83M 0.51%
14,710
-5,065
70
$5.76M 0.5%
21,820
+1,050
71
$5.71M 0.5%
36,830
+185
72
$5.68M 0.49%
40,105
+700
73
$5.66M 0.49%
92,157
+531
74
$5.65M 0.49%
47,656
+1,228
75
$5.63M 0.49%
22,846
+99
1 2
3
4 5