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
101
$929K 0.27%
10,167
+1,028
102
$915K 0.27%
13,208
+3
103
$912K 0.27%
36,522
+6
104
$912K 0.27%
10,980
-780
105
$904K 0.27%
42,594
+450
106
$902K 0.27%
15,563
+1,663
107
$889K 0.26%
20,123
-155
108
$877K 0.26%
20,412
+840
109
$842K 0.25%
7,637
+131
110
$833K 0.25%
34,435
+3,026
111
$820K 0.24%
21,870
+2,741
112
$819K 0.24%
12,347
-190
113
$790K 0.23%
11,199
+190
114
$779K 0.23%
9,121
+3
115
$777K 0.23%
12,183
+643
116
$768K 0.23%
15,789
+434
117
$763K 0.23%
13,936
+711
118
$742K 0.22%
3,768
-99
119
$742K 0.22%
14,125
+1,495
120
$741K 0.22%
16,520
+3,740
121
$727K 0.21%
20,774
+1,954
122
$724K 0.21%
7,784
123
$718K 0.21%
23,762
+2,790
124
$698K 0.21%
73,148
+3,357
125
$689K 0.2%
12,368
+773
3 4
5
6 7