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
$2.38B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1 +$6.57M
2 +$5.66M
3 +$3.17M
4
AAPL icon
Apple
AAPL
+$1.73M
5
ALLE icon
Allegion
ALLE
+$1.69M

Top Sells

1 +$10.8M
2 +$4.89M
3 +$4.83M
4
GIS icon
General Mills
GIS
+$2.44M
5
ORCL icon
Oracle
ORCL
+$1.46M

Sector Composition

1 Technology 21.46%
2 Industrials 15.01%
3 Financials 13.78%
4 Healthcare 7.41%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SAN icon
751
Banco Santander
SAN
$171B
$6.93K ﹤0.01%
661
IHAK icon
752
iShares Cybersecurity and Tech ETF
IHAK
$849M
$6.86K ﹤0.01%
131
-44
HRL icon
753
Hormel Foods
HRL
$13.2B
$6.65K ﹤0.01%
269
+3
TOL icon
754
Toll Brothers
TOL
$13.2B
$6.63K ﹤0.01%
48
FBTC icon
755
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.6B
$6.59K ﹤0.01%
66
+19
ETHE
756
Grayscale Ethereum Trust ETF
ETHE
$3.36B
$6.51K ﹤0.01%
190
CIVI icon
757
Civitas Resources
CIVI
$2.3B
$6.34K ﹤0.01%
195
WD icon
758
Walker & Dunlop
WD
$2.1B
$6.27K ﹤0.01%
75
FUBO icon
759
FuboTV Inc
FUBO
$898M
$6.22K ﹤0.01%
+1,500
PBYI icon
760
Puma Biotechnology
PBYI
$283M
$6.21K ﹤0.01%
1,170
FDP icon
761
Fresh Del Monte Produce
FDP
$1.85B
$6.15K ﹤0.01%
177
HUBS icon
762
HubSpot
HUBS
$20.4B
$6.08K ﹤0.01%
13
EMBC icon
763
Embecta
EMBC
$685M
$6.04K ﹤0.01%
428
MAN icon
764
ManpowerGroup
MAN
$1.41B
$5.99K ﹤0.01%
+158
CPRI icon
765
Capri Holdings
CPRI
$3.03B
$5.98K ﹤0.01%
300
QRVO icon
766
Qorvo
QRVO
$7.87B
$5.92K ﹤0.01%
65
EPC icon
767
Edgewell Personal Care
EPC
$826M
$5.78K ﹤0.01%
+284
NYT icon
768
New York Times
NYT
$11.5B
$5.74K ﹤0.01%
100
EQT icon
769
EQT Corp
EQT
$33.6B
$5.72K ﹤0.01%
105
ARKF icon
770
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.14B
$5.68K ﹤0.01%
100
MNST icon
771
Monster Beverage
MNST
$73.7B
$5.66K ﹤0.01%
84
HOOD icon
772
Robinhood
HOOD
$105B
$5.58K ﹤0.01%
39
+37
HOG icon
773
Harley-Davidson
HOG
$2.51B
$5.58K ﹤0.01%
200
XNCR icon
774
Xencor
XNCR
$1.12B
$5.49K ﹤0.01%
+468
DASH icon
775
DoorDash
DASH
$99.5B
$5.44K ﹤0.01%
20