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
826
$4.08K ﹤0.01%
+132
827
$3.97K ﹤0.01%
41
-121
828
$3.97K ﹤0.01%
375
829
$3.93K ﹤0.01%
83
830
$3.87K ﹤0.01%
16
831
$3.85K ﹤0.01%
105
832
$3.83K ﹤0.01%
+455
833
$3.83K ﹤0.01%
+192
834
$3.78K ﹤0.01%
+695
835
$3.74K ﹤0.01%
21
836
$3.73K ﹤0.01%
+119
837
$3.72K ﹤0.01%
+85
838
$3.72K ﹤0.01%
25
839
$3.72K ﹤0.01%
+70
840
$3.71K ﹤0.01%
130
841
$3.7K ﹤0.01%
127
842
$3.6K ﹤0.01%
359
-118
843
$3.59K ﹤0.01%
51
844
$3.59K ﹤0.01%
+615
845
$3.53K ﹤0.01%
+87
846
$3.49K ﹤0.01%
+393
847
$3.42K ﹤0.01%
+82
848
$3.4K ﹤0.01%
+26
849
$3.4K ﹤0.01%
60
850
$3.4K ﹤0.01%
55
-6,687
32 33
34
35 36