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
$1.52B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.3M
3
+$11.8M
4
RTX icon
RTX Corp
RTX
+$11.3M
5
AON icon
Aon
AON
+$7.18M

Top Sells

1
+$2.47M
2
+$901K
3
+$890K
4
ALB icon
Albemarle
ALB
+$776K
5
TTEK icon
Tetra Tech
TTEK
+$547K

Sector Composition

1 Technology 20.58%
2 Industrials 12.32%
3 Financials 11.04%
4 Healthcare 8.51%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.16M 0.54%
146,331
+7,378
52
$8.05M 0.53%
244,105
-16,580
53
$8.03M 0.53%
15,753
-132
54
$7.97M 0.52%
79,297
+935
55
$7.95M 0.52%
47,470
+3,687
56
$7.89M 0.52%
43,161
+559
57
$7.84M 0.52%
22,602
-1,004
58
$7.78M 0.51%
65,192
+844
59
$7.49M 0.49%
54,569
+58
60
$7.41M 0.49%
195,240
+10,337
61
$7.34M 0.48%
41,446
+981
62
$7.26M 0.48%
71,786
+3,297
63
$7.22M 0.48%
23,971
+302
64
$7.18M 0.47%
+22,042
65
$7.18M 0.47%
86,741
+6,166
66
$7.17M 0.47%
144,495
+9,513
67
$7.16M 0.47%
45,839
-76
68
$7.1M 0.47%
143,347
+6,948
69
$7.1M 0.47%
31,344
+3,240
70
$6.96M 0.46%
129,680
-2,520
71
$6.89M 0.45%
45,962
+309
72
$6.88M 0.45%
16,637
-183
73
$6.86M 0.45%
185,870
+11,965
74
$6.76M 0.45%
111,623
+3,612
75
$6.73M 0.44%
60,090
+2,112
1 2
3
4 5