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
$382M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$575K
3
+$403K
4
JPM icon
JPMorgan Chase
JPM
+$356K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$347K

Top Sells

1
+$766K
2
+$354K
3
+$317K
4
HAL icon
Halliburton
HAL
+$242K
5
ARLP icon
Alliance Resource Partners
ARLP
+$222K

Sector Composition

1 Technology 11.1%
2 Healthcare 7.54%
3 Financials 7.41%
4 Industrials 7.33%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.34%
25,272
+1,680
77
$1.29M 0.34%
17,110
+807
78
$1.29M 0.34%
26,192
+943
79
$1.28M 0.34%
29,018
+2,089
80
$1.27M 0.33%
24,642
+2,090
81
$1.27M 0.33%
16,238
+916
82
$1.26M 0.33%
19,851
+1,980
83
$1.25M 0.33%
12,249
+948
84
$1.25M 0.33%
48,429
+1,665
85
$1.24M 0.32%
7,492
+516
86
$1.22M 0.32%
24,882
+244
87
$1.21M 0.32%
19,679
+1,829
88
$1.21M 0.32%
81,900
+16
89
$1.2M 0.31%
7,827
+325
90
$1.18M 0.31%
15,413
+4
91
$1.18M 0.31%
24,909
+9
92
$1.16M 0.3%
14,835
+202
93
$1.15M 0.3%
14,243
+559
94
$1.15M 0.3%
26,866
+3,884
95
$1.13M 0.3%
13,760
+657
96
$1.12M 0.29%
16,456
+1,518
97
$1.12M 0.29%
10,815
98
$1.09M 0.28%
17,468
+306
99
$1.08M 0.28%
6,769
100
$1.08M 0.28%
39,207
+501
2 3
4
5 6