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
$339M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$380K
3
+$368K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$360K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$336K
2
+$275K
3
+$242K
4
DD
Du Pont De Nemours E I
DD
+$216K
5
MUR icon
Murphy Oil
MUR
+$214K

Sector Composition

1 Technology 9.35%
2 Industrials 7.32%
3 Financials 7.06%
4 Healthcare 6.84%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.34%
14,293
+675
77
$1.15M 0.34%
25,704
+2
78
$1.14M 0.34%
19,497
+440
79
$1.14M 0.34%
12,102
+584
80
$1.13M 0.33%
26,015
+104
81
$1.13M 0.33%
28,657
-133
82
$1.12M 0.33%
38,706
+1,407
83
$1.1M 0.33%
23,982
+282
84
$1.1M 0.32%
30,790
+2
85
$1.09M 0.32%
12,970
-393
86
$1.08M 0.32%
12,380
+356
87
$1.08M 0.32%
16,111
+220
88
$1.08M 0.32%
24,467
-543
89
$1.07M 0.32%
23,692
-2,771
90
$1.03M 0.3%
6,796
+150
91
$1.02M 0.3%
27,930
+2,630
92
$999K 0.29%
14,748
+461
93
$994K 0.29%
10,962
-240
94
$974K 0.29%
10,765
+71
95
$963K 0.28%
16,436
+6
96
$956K 0.28%
13,682
+1,022
97
$952K 0.28%
17,800
+38
98
$950K 0.28%
35,378
+68
99
$947K 0.28%
78,664
+8
100
$933K 0.28%
67,983
+85
2 3
4
5 6