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
751
$7.92K ﹤0.01%
+156
752
$7.81K ﹤0.01%
78
+25
753
$7.71K ﹤0.01%
200
754
$7.69K ﹤0.01%
6
755
$7.67K ﹤0.01%
121
756
$7.59K ﹤0.01%
847
+709
757
$7.55K ﹤0.01%
+86
758
$7.54K ﹤0.01%
+213
759
$7.42K ﹤0.01%
+48
760
$7.32K ﹤0.01%
+366
761
$7.24K ﹤0.01%
172
762
$7.23K ﹤0.01%
66
763
$7.09K ﹤0.01%
300
764
$6.97K ﹤0.01%
22
765
$6.95K ﹤0.01%
48
-180
766
$6.91K ﹤0.01%
13
767
$6.89K ﹤0.01%
+118
768
$6.87K ﹤0.01%
311
+136
769
$6.84K ﹤0.01%
12
770
$6.8K ﹤0.01%
49
-48
771
$6.71K ﹤0.01%
+46
772
$6.7K ﹤0.01%
+46
773
$6.54K ﹤0.01%
464
774
$6.54K ﹤0.01%
68
-63
775
$6.35K ﹤0.01%
200
29 30
31
32 33