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
$382M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$575K
3
+$403K
4
JPM icon
JPMorgan Chase
JPM
+$356K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$347K

Top Sells

1
+$766K
2
+$354K
3
+$317K
4
HAL icon
Halliburton
HAL
+$242K
5
ARLP icon
Alliance Resource Partners
ARLP
+$222K

Sector Composition

1 Technology 11.1%
2 Healthcare 7.54%
3 Financials 7.41%
4 Industrials 7.33%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$867K 0.23%
10,037
+394
127
$850K 0.22%
34,998
+1,615
128
$845K 0.22%
15,445
+310
129
$841K 0.22%
7,112
+271
130
$837K 0.22%
48,212
+2,639
131
$834K 0.22%
9,872
+532
132
$817K 0.21%
14,848
-71
133
$809K 0.21%
12,369
-326
134
$808K 0.21%
7,575
+650
135
$803K 0.21%
24,442
+2,685
136
$777K 0.2%
9,669
+2
137
$766K 0.2%
27,043
+1
138
$766K 0.2%
6,160
-120
139
$756K 0.2%
10,284
+183
140
$747K 0.2%
3,594
-290
141
$741K 0.19%
19,002
+3,472
142
$731K 0.19%
11,761
143
$728K 0.19%
16,595
-5,524
144
$717K 0.19%
17,565
-393
145
$708K 0.19%
7,844
+828
146
$707K 0.19%
16,898
+2,556
147
$691K 0.18%
9,730
+145
148
$685K 0.18%
12,098
+12
149
$684K 0.18%
5,822
+100
150
$683K 0.18%
4,509
-209
4 5
6
7 8