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
$2.18B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$2.39M
3
+$2.25M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.11M
5
OSIS icon
OSI Systems
OSIS
+$1.7M

Top Sells

1
+$13.3M
2
+$2.04M
3
+$1.23M
4
HI icon
Hillenbrand
HI
+$1.18M
5
AAPL icon
Apple
AAPL
+$1.05M

Sector Composition

1 Technology 21.62%
2 Industrials 15.87%
3 Financials 11.74%
4 Healthcare 8.23%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.9M 0.59%
77,063
+192
52
$12.5M 0.57%
46,558
+808
53
$12.1M 0.55%
55,953
+548
54
$12M 0.55%
63,508
-1,099
55
$11.9M 0.55%
87,068
-916
56
$11.8M 0.54%
50,394
-217
57
$11.7M 0.54%
30,084
-112
58
$11.7M 0.54%
75,099
-33
59
$11.7M 0.53%
66,230
+626
60
$11.4M 0.52%
22,692
-293
61
$11.4M 0.52%
331,059
+5,591
62
$11.3M 0.52%
13,978
+330
63
$11.3M 0.52%
66,513
+1,342
64
$11.1M 0.51%
246,035
+1,271
65
$11M 0.5%
45,195
-164
66
$10.9M 0.5%
12,242
-66
67
$10.8M 0.5%
82,450
+1,647
68
$10.8M 0.49%
203,871
+6,391
69
$10.7M 0.49%
21,137
-179
70
$10.5M 0.48%
16,978
+50
71
$10.5M 0.48%
45,673
+975
72
$10.4M 0.48%
16,484
+103
73
$10.2M 0.47%
38,432
+729
74
$10.1M 0.46%
102,809
+738
75
$9.98M 0.46%
176,004
+5,301
1 2
3
4 5