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
801
$5.08K ﹤0.01%
24
-47
802
$4.91K ﹤0.01%
285
803
$4.9K ﹤0.01%
100
804
$4.81K ﹤0.01%
+181
805
$4.79K ﹤0.01%
175
806
$4.61K ﹤0.01%
180
807
$4.57K ﹤0.01%
135
808
$4.53K ﹤0.01%
+65
809
$4.47K ﹤0.01%
+318
810
$4.44K ﹤0.01%
+514
811
$4.43K ﹤0.01%
+77
812
$4.38K ﹤0.01%
51
+1
813
$4.38K ﹤0.01%
84
-117
814
$4.37K ﹤0.01%
+33
815
$4.37K ﹤0.01%
+188
816
$4.33K ﹤0.01%
215
817
$4.3K ﹤0.01%
+145
818
$4.29K ﹤0.01%
+27
819
$4.28K ﹤0.01%
+81
820
$4.28K ﹤0.01%
+80
821
$4.27K ﹤0.01%
125
822
$4.16K ﹤0.01%
+190
823
$4.16K ﹤0.01%
+63
824
$4.1K ﹤0.01%
200
825
$4.1K ﹤0.01%
87
31 32
33
34 35