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
876
$2.43K ﹤0.01%
24
-1
877
$2.31K ﹤0.01%
106
878
$2.3K ﹤0.01%
8
879
$2.22K ﹤0.01%
25
880
$2.16K ﹤0.01%
81
881
$1.99K ﹤0.01%
15
882
$1.94K ﹤0.01%
25
883
$1.87K ﹤0.01%
+250
884
$1.71K ﹤0.01%
97
885
$1.62K ﹤0.01%
40
886
$1.61K ﹤0.01%
40
887
$1.58K ﹤0.01%
+156
888
$1.57K ﹤0.01%
250
889
$1.57K ﹤0.01%
147
890
$1.51K ﹤0.01%
500
891
$1.45K ﹤0.01%
9
892
$1.45K ﹤0.01%
30
893
$1.43K ﹤0.01%
25
894
$1.41K ﹤0.01%
5
895
$1.36K ﹤0.01%
+39
896
$1.35K ﹤0.01%
+6
897
$1.34K ﹤0.01%
45
898
$1.32K ﹤0.01%
93
-86
899
$1.31K ﹤0.01%
35
900
$1.3K ﹤0.01%
10
34 35
36
37 38