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
$251M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.9M
3
+$9.74M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.76%
2 Financials 7.71%
3 Industrials 7.46%
4 Healthcare 7%
5 Consumer Staples 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$486K 0.19%
+4,360
127
$484K 0.19%
+4,840
128
$482K 0.19%
+15,614
129
$469K 0.19%
+13,370
130
$464K 0.19%
+3,123
131
$463K 0.18%
+13,243
132
$458K 0.18%
+15,938
133
$455K 0.18%
+8,171
134
$452K 0.18%
+13,226
135
$450K 0.18%
+57,235
136
$447K 0.18%
+5,775
137
$446K 0.18%
+7,028
138
$444K 0.18%
+8,011
139
$443K 0.18%
+4,477
140
$439K 0.18%
+13,240
141
$438K 0.17%
+7,650
142
$436K 0.17%
+7,399
143
$430K 0.17%
+10,422
144
$427K 0.17%
+10,563
145
$424K 0.17%
+23,691
146
$423K 0.17%
+9,945
147
$423K 0.17%
+7,360
148
$423K 0.17%
+7,155
149
$421K 0.17%
+6,405
150
$419K 0.17%
+5,574
4 5
6
7 8