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
101
$5.46M 0.36%
54,947
+1,311
102
$5.43M 0.36%
43,075
+48
103
$5.41M 0.36%
129,497
+1,071
104
$5.39M 0.35%
57,265
+5,197
105
$5.37M 0.35%
29,282
+5,338
106
$5.32M 0.35%
34,162
+2,227
107
$5.29M 0.35%
46,721
+617
108
$5.17M 0.34%
+21,580
109
$5.12M 0.34%
78,461
-1,382
110
$5.02M 0.33%
22,712
-3,509
111
$5.02M 0.33%
113,009
+135
112
$4.98M 0.33%
280,629
+19,858
113
$4.92M 0.32%
119,341
+3,202
114
$4.92M 0.32%
23,924
+849
115
$4.87M 0.32%
9,922
+708
116
$4.67M 0.31%
15,266
+280
117
$4.6M 0.3%
30,816
-5,962
118
$4.49M 0.3%
30,974
+540
119
$4.49M 0.3%
84,440
+3,569
120
$4.48M 0.29%
96,832
+7,644
121
$4.46M 0.29%
12,198
+1,327
122
$4.43M 0.29%
17,714
+862
123
$4.38M 0.29%
11,386
+746
124
$4.31M 0.28%
63,580
+4,356
125
$4.27M 0.28%
26,437
-517
3 4
5
6 7