GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
776
$6.32K ﹤0.01%
96
+38
777
$6.25K ﹤0.01%
46
778
$6.21K ﹤0.01%
55
-73
779
$6.19K ﹤0.01%
149
780
$6.18K ﹤0.01%
130
+30
781
$6.14K ﹤0.01%
+128
782
$6.07K ﹤0.01%
75
783
$6.01K ﹤0.01%
301
+1
784
$5.91K ﹤0.01%
57
785
$5.79K ﹤0.01%
94
786
$5.75K ﹤0.01%
+1,343
787
$5.68K ﹤0.01%
535
+3
788
$5.57K ﹤0.01%
100
789
$5.51K ﹤0.01%
107
-136
790
$5.49K ﹤0.01%
239
+19
791
$5.42K ﹤0.01%
150
792
$5.42K ﹤0.01%
+319
793
$5.42K ﹤0.01%
+153
794
$5.41K ﹤0.01%
+50
795
$5.28K ﹤0.01%
+234
796
$5.28K ﹤0.01%
+314
797
$5.25K ﹤0.01%
25
798
$5.23K ﹤0.01%
+177
799
$5.17K ﹤0.01%
+127
800
$5.14K ﹤0.01%
200
30 31
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