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
726
$9.26K ﹤0.01%
+66
727
$9.26K ﹤0.01%
33
728
$9.24K ﹤0.01%
500
+100
729
$9.2K ﹤0.01%
151
730
$9.1K ﹤0.01%
570
+170
731
$8.93K ﹤0.01%
50
+42
732
$8.79K ﹤0.01%
+214
733
$8.72K ﹤0.01%
+307
734
$8.71K ﹤0.01%
50
735
$8.69K ﹤0.01%
+786
736
$8.55K ﹤0.01%
145
737
$8.53K ﹤0.01%
64
738
$8.53K ﹤0.01%
+341
739
$8.52K ﹤0.01%
75
740
$8.51K ﹤0.01%
119
-48
741
$8.5K ﹤0.01%
+103
742
$8.42K ﹤0.01%
+231
743
$8.38K ﹤0.01%
438
+338
744
$8.38K ﹤0.01%
104
+1
745
$8.35K ﹤0.01%
258
746
$8.32K ﹤0.01%
100
747
$8.19K ﹤0.01%
+451
748
$8.16K ﹤0.01%
53
749
$8.13K ﹤0.01%
77
+20
750
$8.07K ﹤0.01%
130
28 29
30
31 32