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
$1.52B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.3M
3
+$11.8M
4
RTX icon
RTX Corp
RTX
+$11.3M
5
AON icon
Aon
AON
+$7.18M

Top Sells

1
+$2.47M
2
+$901K
3
+$890K
4
ALB icon
Albemarle
ALB
+$776K
5
TTEK icon
Tetra Tech
TTEK
+$547K

Sector Composition

1 Technology 20.58%
2 Industrials 12.32%
3 Financials 11.04%
4 Healthcare 8.51%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
+59
852
$3K ﹤0.01%
+77
853
$3K ﹤0.01%
+60
854
$3K ﹤0.01%
+10
855
$3K ﹤0.01%
+35
856
$3K ﹤0.01%
+53
857
$3K ﹤0.01%
+138
858
$3K ﹤0.01%
+10
859
$3K ﹤0.01%
+550
860
$3K ﹤0.01%
+100
861
$3K ﹤0.01%
+55
862
$3K ﹤0.01%
+170
863
$3K ﹤0.01%
+1,170
864
$3K ﹤0.01%
+500
865
$3K ﹤0.01%
+61
866
$3K ﹤0.01%
+30
867
$3K ﹤0.01%
+575
868
$3K ﹤0.01%
+75
869
$3K ﹤0.01%
+22
870
$3K ﹤0.01%
+40
871
$3K ﹤0.01%
+31
872
$3K ﹤0.01%
+132
873
$3K ﹤0.01%
+44
874
$3K ﹤0.01%
+16
875
$3K ﹤0.01%
+140
33 34
35
36 37