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
$405M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$1.29M
3
+$1.11M
4
KMB icon
Kimberly-Clark
KMB
+$539K
5
T icon
AT&T
T
+$458K

Top Sells

1
+$2.38M
2
+$1.41M
3
+$1.25M
4
PLL
PALL CORP
PLL
+$990K
5
FARO
Faro Technologies
FARO
+$731K

Sector Composition

1 Technology 11.61%
2 Financials 8.01%
3 Healthcare 7.86%
4 Industrials 7.52%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$926K 0.23%
33,738
-1,350
127
$922K 0.23%
15,975
+1,996
128
$917K 0.23%
5,223
-54
129
$906K 0.22%
17,395
-73
130
$901K 0.22%
11,252
131
$901K 0.22%
15,594
-1,875
132
$897K 0.22%
10,771
+2,927
133
$871K 0.22%
12,005
+2,275
134
$864K 0.21%
7,328
+216
135
$789K 0.19%
14,855
+7
136
$782K 0.19%
22,167
+8,374
137
$780K 0.19%
5,965
-195
138
$776K 0.19%
10,289
+5
139
$768K 0.19%
18,403
+1,808
140
$767K 0.19%
22,020
+8,269
141
$746K 0.18%
9,000
+4,080
142
$728K 0.18%
15,730
+285
143
$726K 0.18%
21,611
+7,569
144
$724K 0.18%
3,459
-135
145
$721K 0.18%
9,124
+641
146
$720K 0.18%
13,144
+4,546
147
$716K 0.18%
9,671
+2
148
$715K 0.18%
18,411
+6,976
149
$708K 0.17%
14,608
+270
150
$698K 0.17%
22,894
4 5
6
7 8