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
$339M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$380K
3
+$368K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$360K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$336K
2
+$275K
3
+$242K
4
DD
Du Pont De Nemours E I
DD
+$216K
5
MUR icon
Murphy Oil
MUR
+$214K

Sector Composition

1 Technology 9.35%
2 Industrials 7.32%
3 Financials 7.06%
4 Healthcare 6.84%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$684K 0.2%
6,659
-104
127
$679K 0.2%
10,095
+312
128
$665K 0.2%
6,845
+500
129
$665K 0.2%
9,465
+353
130
$664K 0.2%
14,570
+1,200
131
$660K 0.19%
8,527
+284
132
$655K 0.19%
8,917
+703
133
$650K 0.19%
4,695
+81
134
$638K 0.19%
30,270
-642
135
$638K 0.19%
41,305
+3,799
136
$634K 0.19%
8,694
+673
137
$624K 0.18%
14,986
+4
138
$618K 0.18%
11,431
+1,182
139
$618K 0.18%
14,312
+1,222
140
$604K 0.18%
20,572
+1,480
141
$604K 0.18%
5,785
+450
142
$600K 0.18%
226
+11
143
$595K 0.18%
7,401
+1
144
$594K 0.18%
9,263
+3
145
$589K 0.17%
16,934
+2,883
146
$586K 0.17%
5,820
-199
147
$561K 0.17%
11,411
-1,150
148
$561K 0.17%
22,114
+800
149
$561K 0.17%
15,732
+100
150
$557K 0.16%
9,120
-460
4 5
6
7 8