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
$405M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$1.29M
3
+$1.11M
4
KMB icon
Kimberly-Clark
KMB
+$539K
5
T icon
AT&T
T
+$458K

Top Sells

1
+$2.38M
2
+$1.41M
3
+$1.25M
4
PLL
PALL CORP
PLL
+$990K
5
FARO
Faro Technologies
FARO
+$731K

Sector Composition

1 Technology 11.61%
2 Financials 8.01%
3 Healthcare 7.86%
4 Industrials 7.52%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.4M 0.35%
58,605
+564
77
$1.38M 0.34%
32,257
+3,239
78
$1.37M 0.34%
31,069
+6,427
79
$1.37M 0.34%
17,071
+3,311
80
$1.36M 0.34%
25,250
+332
81
$1.36M 0.34%
11,275
-68
82
$1.33M 0.33%
21,557
+1,706
83
$1.32M 0.33%
31,240
+4,374
84
$1.32M 0.32%
8,614
+787
85
$1.31M 0.32%
27,187
+995
86
$1.31M 0.32%
20,866
+4,410
87
$1.3M 0.32%
77,716
+6,662
88
$1.29M 0.32%
+11,017
89
$1.29M 0.32%
14,804
+4,932
90
$1.28M 0.32%
27,689
+2,417
91
$1.27M 0.31%
20,059
+2,949
92
$1.23M 0.3%
21,642
+1,963
93
$1.23M 0.3%
39,847
+9,495
94
$1.21M 0.3%
26,008
+9,110
95
$1.21M 0.3%
24,884
+2
96
$1.2M 0.3%
102,263
+17,105
97
$1.2M 0.3%
25,434
+525
98
$1.2M 0.3%
13,211
+3,657
99
$1.16M 0.29%
50,155
+8,015
100
$1.16M 0.29%
82,884
+984
2 3
4
5 6