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
101
$4.24M 0.37%
39,320
-210
102
$4.23M 0.37%
30,138
+1,446
103
$4.21M 0.37%
118,135
+3,627
104
$4.17M 0.36%
77,010
+2,019
105
$4.16M 0.36%
47,595
-81
106
$4.15M 0.36%
89,908
+8,360
107
$4.05M 0.35%
81,268
+1,496
108
$3.94M 0.34%
28,343
-319
109
$3.9M 0.34%
18,398
-224
110
$3.81M 0.33%
24,851
+496
111
$3.8M 0.33%
28,455
+1,355
112
$3.72M 0.32%
26,437
+232
113
$3.71M 0.32%
21,637
-44
114
$3.65M 0.32%
108,954
-1,436
115
$3.65M 0.32%
81,253
+3,168
116
$3.51M 0.3%
48,101
+8,281
117
$3.5M 0.3%
9,922
-598
118
$3.45M 0.3%
74,582
+1,854
119
$3.44M 0.3%
67,516
-52
120
$3.41M 0.3%
24,395
+1,187
121
$3.4M 0.3%
43,164
+3,055
122
$3.32M 0.29%
26,058
+5,764
123
$3.28M 0.28%
17,336
+700
124
$3.26M 0.28%
10,684
+74
125
$3.23M 0.28%
12,986
+1,173
3 4
5
6 7