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
851
$3.39K ﹤0.01%
30
852
$3.3K ﹤0.01%
138
853
$3.28K ﹤0.01%
642
854
$3.27K ﹤0.01%
75
855
$3.25K ﹤0.01%
42
-106
856
$3.19K ﹤0.01%
36
857
$3.19K ﹤0.01%
550
858
$3.17K ﹤0.01%
71
859
$3.16K ﹤0.01%
1,074
860
$3.16K ﹤0.01%
22
861
$3.13K ﹤0.01%
72
862
$3.1K ﹤0.01%
50
863
$2.98K ﹤0.01%
1,170
864
$2.98K ﹤0.01%
100
865
$2.96K ﹤0.01%
189
866
$2.9K ﹤0.01%
+150
867
$2.87K ﹤0.01%
50
+45
868
$2.85K ﹤0.01%
43
-87
869
$2.73K ﹤0.01%
44
870
$2.71K ﹤0.01%
+18
871
$2.67K ﹤0.01%
40
872
$2.67K ﹤0.01%
38
-2,123
873
$2.52K ﹤0.01%
20
874
$2.52K ﹤0.01%
241
875
$2.5K ﹤0.01%
41
33 34
35
36 37