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
$805M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.29M
3
+$1.21M
4
ALB icon
Albemarle
ALB
+$1.2M
5
LECO icon
Lincoln Electric
LECO
+$935K

Top Sells

1
+$2.68M
2
+$1.37M
3
+$1.25M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.2M
5
FLS icon
Flowserve
FLS
+$1.15M

Sector Composition

1 Technology 20.69%
2 Industrials 11.83%
3 Financials 10.68%
4 Healthcare 6.6%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.09M 0.26%
81,116
+7,775
127
$2.06M 0.26%
16,799
+2,188
128
$2.05M 0.25%
51,178
-10,303
129
$2.03M 0.25%
29,146
-1,661
130
$1.97M 0.24%
11,465
+35
131
$1.93M 0.24%
19,644
-297
132
$1.93M 0.24%
30,342
+4,695
133
$1.93M 0.24%
8,167
-506
134
$1.92M 0.24%
8,436
-80
135
$1.91M 0.24%
15,043
+404
136
$1.89M 0.23%
53,332
+1,970
137
$1.88M 0.23%
10,440
+3,497
138
$1.87M 0.23%
12,194
+238
139
$1.87M 0.23%
78,092
+832
140
$1.85M 0.23%
48,018
+5,399
141
$1.85M 0.23%
56,721
+6,757
142
$1.85M 0.23%
19,617
-30
143
$1.84M 0.23%
11,643
-199
144
$1.83M 0.23%
16,060
+2,350
145
$1.78M 0.22%
27,428
+1,504
146
$1.74M 0.22%
19,035
+188
147
$1.68M 0.21%
42,449
-10,765
148
$1.62M 0.2%
145,707
-18,981
149
$1.6M 0.2%
57,910
-3,980
150
$1.52M 0.19%
14,724
+2,616
4 5
6
7 8