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
76
$6.62M 0.44%
19,622
+169
77
$6.53M 0.43%
28,224
-274
78
$6.5M 0.43%
62,998
+2,281
79
$6.49M 0.43%
28,528
+644
80
$6.48M 0.43%
47,358
+1,786
81
$6.44M 0.42%
38,992
+1,034
82
$6.38M 0.42%
92,667
-1,582
83
$6.29M 0.41%
98,908
+2,129
84
$6.21M 0.41%
88,773
+90
85
$6.2M 0.41%
54,377
+1,476
86
$6.14M 0.4%
+24,728
87
$6.09M 0.4%
74,482
-2,098
88
$6.02M 0.4%
+27,039
89
$6.01M 0.4%
+90,813
90
$5.97M 0.39%
45,937
+4,144
91
$5.93M 0.39%
+31,996
92
$5.86M 0.39%
49,884
+2,508
93
$5.79M 0.38%
+70,403
94
$5.78M 0.38%
23,182
+466
95
$5.77M 0.38%
18,592
+24
96
$5.67M 0.37%
25,508
-771
97
$5.66M 0.37%
101,021
+5,936
98
$5.6M 0.37%
+48,009
99
$5.5M 0.36%
28,254
-224
100
$5.48M 0.36%
22,075
-291
2 3
4
5 6