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
$1.15B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.14M
3
+$1.08M
4
MLM icon
Martin Marietta Materials
MLM
+$939K
5
META icon
Meta Platforms (Facebook)
META
+$892K

Top Sells

1
+$2.11M
2
+$2.01M
3
+$748K
4
AAPL icon
Apple
AAPL
+$707K
5
FICO icon
Fair Isaac
FICO
+$656K

Sector Composition

1 Technology 19.93%
2 Industrials 12.87%
3 Financials 10.3%
4 Healthcare 6.71%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.07M 0.27%
8,625
-166
127
$3.05M 0.26%
49,741
+4,792
128
$3.05M 0.26%
36,299
-850
129
$2.96M 0.26%
32,115
+1,548
130
$2.9M 0.25%
140,230
+526
131
$2.88M 0.25%
97,496
+2,288
132
$2.83M 0.25%
22,046
-1,310
133
$2.79M 0.24%
52,375
+6,130
134
$2.79M 0.24%
14,321
+935
135
$2.67M 0.23%
22,268
+1,708
136
$2.66M 0.23%
30,455
+1,881
137
$2.6M 0.23%
2,284
+18
138
$2.6M 0.23%
23,177
+257
139
$2.59M 0.22%
33,197
+1,463
140
$2.59M 0.22%
11,553
+227
141
$2.58M 0.22%
78,112
-1,552
142
$2.48M 0.21%
91,144
-6,680
143
$2.45M 0.21%
55,356
+345
144
$2.44M 0.21%
17,247
+985
145
$2.42M 0.21%
57,581
+6,599
146
$2.41M 0.21%
11,498
+501
147
$2.34M 0.2%
6,972
+2,796
148
$2.33M 0.2%
7,402
+971
149
$2.32M 0.2%
18,079
+249
150
$2.31M 0.2%
3,061
+69
4 5
6
7 8