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
101
$1.16M 0.29%
15,054
+811
102
$1.15M 0.28%
50,498
+10,085
103
$1.13M 0.28%
15,413
+1,611
104
$1.13M 0.28%
14,882
+47
105
$1.13M 0.28%
10,685
-130
106
$1.12M 0.28%
17,099
+3,060
107
$1.11M 0.27%
49,719
+1,290
108
$1.11M 0.27%
32,643
+8,201
109
$1.11M 0.27%
15,720
+140
110
$1.09M 0.27%
20,792
+5,916
111
$1.08M 0.27%
28,886
+9,884
112
$1.07M 0.26%
6,769
113
$1.06M 0.26%
15,416
+3
114
$1.05M 0.26%
33,906
-1,896
115
$1.05M 0.26%
26,492
+3,226
116
$1.02M 0.25%
13,313
+2,281
117
$1.01M 0.25%
17,342
+1,376
118
$995K 0.25%
19,094
+462
119
$977K 0.24%
8,003
+292
120
$966K 0.24%
11,199
121
$963K 0.24%
21,760
+138
122
$959K 0.24%
9,204
+1,629
123
$955K 0.24%
9,965
-72
124
$941K 0.23%
26,926
-117
125
$927K 0.23%
12,542
+173
3 4
5
6 7