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
$2.18B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$2.39M
3
+$2.25M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.11M
5
OSIS icon
OSI Systems
OSIS
+$1.7M

Top Sells

1
+$13.3M
2
+$2.04M
3
+$1.23M
4
HI icon
Hillenbrand
HI
+$1.18M
5
AAPL icon
Apple
AAPL
+$1.05M

Sector Composition

1 Technology 21.62%
2 Industrials 15.87%
3 Financials 11.74%
4 Healthcare 8.23%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.01M 0.37%
29,275
+126
102
$7.93M 0.36%
35,497
+1,117
103
$7.93M 0.36%
102,194
-2,263
104
$7.91M 0.36%
27,287
+81
105
$7.87M 0.36%
49,118
-338
106
$7.8M 0.36%
39,292
+3,259
107
$7.76M 0.36%
21,573
+526
108
$7.73M 0.35%
132,795
+2,760
109
$7.59M 0.35%
14,588
+6
110
$7.56M 0.35%
25,386
+1,709
111
$7.53M 0.35%
14,539
-241
112
$7.5M 0.34%
45,725
+419
113
$7.25M 0.33%
27,105
-300
114
$7.22M 0.33%
51,714
+195
115
$7.2M 0.33%
61,407
-1,875
116
$7.18M 0.33%
19,390
+388
117
$7.18M 0.33%
20,307
+208
118
$7.17M 0.33%
33,278
+70
119
$7.1M 0.33%
186,156
+27,868
120
$7.01M 0.32%
59,807
+3,067
121
$7.01M 0.32%
29,450
+442
122
$6.91M 0.32%
13,377
+798
123
$6.76M 0.31%
100,380
+11,138
124
$6.68M 0.31%
71,607
+3,743
125
$6.65M 0.31%
64,339
+3,565
3 4
5
6 7