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
$1.15B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.14M
3
+$1.08M
4
MLM icon
Martin Marietta Materials
MLM
+$939K
5
META icon
Meta Platforms (Facebook)
META
+$892K

Top Sells

1
+$2.11M
2
+$2.01M
3
+$748K
4
AAPL icon
Apple
AAPL
+$707K
5
FICO icon
Fair Isaac
FICO
+$656K

Sector Composition

1 Technology 19.93%
2 Industrials 12.87%
3 Financials 10.3%
4 Healthcare 6.71%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.54M 0.48%
79,027
+2,074
77
$5.49M 0.48%
38,812
+37
78
$5.44M 0.47%
49,406
+5,156
79
$5.37M 0.47%
81,238
+7,275
80
$5.36M 0.47%
22,085
-283
81
$5.25M 0.46%
80,979
-3,250
82
$5.21M 0.45%
27,649
-203
83
$5.17M 0.45%
48,036
+7,090
84
$5.01M 0.44%
18,142
+847
85
$4.85M 0.42%
107,025
+9,681
86
$4.81M 0.42%
16,914
+903
87
$4.78M 0.42%
50,003
-392
88
$4.74M 0.41%
207,309
-7,462
89
$4.62M 0.4%
145,341
-880
90
$4.61M 0.4%
19,973
+445
91
$4.59M 0.4%
20,973
+1,168
92
$4.59M 0.4%
15,572
+3,028
93
$4.52M 0.39%
23,435
+287
94
$4.51M 0.39%
16,031
+529
95
$4.48M 0.39%
28,066
-1,324
96
$4.44M 0.39%
117,182
+3,144
97
$4.33M 0.38%
57,623
-688
98
$4.32M 0.38%
37,390
+1,158
99
$4.26M 0.37%
77,095
+1,490
100
$4.26M 0.37%
110,042
-4,434
2 3
4
5 6