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
951
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952
$0 ﹤0.01%
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953
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+11
954
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955
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956
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957
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958
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959
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960
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961
$0 ﹤0.01%
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962
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963
$0 ﹤0.01%
+5
964
-11,635