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
$1.52B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.3M
3
+$11.8M
4
RTX icon
RTX Corp
RTX
+$11.3M
5
AON icon
Aon
AON
+$7.18M

Top Sells

1
+$2.47M
2
+$901K
3
+$890K
4
ALB icon
Albemarle
ALB
+$776K
5
TTEK icon
Tetra Tech
TTEK
+$547K

Sector Composition

1 Technology 20.58%
2 Industrials 12.32%
3 Financials 11.04%
4 Healthcare 8.51%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.26M 0.28%
56,733
+7,723
127
$4.25M 0.28%
10,354
-38
128
$4.23M 0.28%
145,033
+3,544
129
$4.19M 0.28%
29,991
+792
130
$4.13M 0.27%
+189,023
131
$4.09M 0.27%
49,611
-3,067
132
$4.07M 0.27%
86,884
+6,185
133
$4.07M 0.27%
18,329
+238
134
$4.05M 0.27%
56,109
-6,954
135
$4.02M 0.26%
41,354
+3,304
136
$4M 0.26%
26,492
+4,145
137
$3.99M 0.26%
30,387
+483
138
$3.92M 0.26%
129,989
-1,191
139
$3.88M 0.26%
51,226
+905
140
$3.71M 0.24%
2,516
+147
141
$3.69M 0.24%
+33,267
142
$3.68M 0.24%
69,506
+7,595
143
$3.61M 0.24%
15,662
+2,893
144
$3.61M 0.24%
12,046
+484
145
$3.58M 0.24%
12,633
+723
146
$3.58M 0.24%
+18,303
147
$3.56M 0.23%
126,416
+7,883
148
$3.49M 0.23%
14,451
+3,558
149
$3.48M 0.23%
+25,060
150
$3.46M 0.23%
63,357
-204
4 5
6
7 8