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
$339M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$380K
3
+$368K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$360K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$336K
2
+$275K
3
+$242K
4
DD
Du Pont De Nemours E I
DD
+$216K
5
MUR icon
Murphy Oil
MUR
+$214K

Sector Composition

1 Technology 9.35%
2 Industrials 7.32%
3 Financials 7.06%
4 Healthcare 6.84%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$545K 0.16%
24,839
+2,647
152
$542K 0.16%
7,580
+1
153
$540K 0.16%
10,295
154
$536K 0.16%
3,195
+212
155
$534K 0.16%
5,122
+1
156
$532K 0.16%
12,972
+2
157
$531K 0.16%
20,141
-2,058
158
$529K 0.16%
6,472
+642
159
$520K 0.15%
7,009
-49
160
$508K 0.15%
8,017
+1
161
$503K 0.15%
10,457
+923
162
$503K 0.15%
4,606
+220
163
$499K 0.15%
7,830
164
$493K 0.15%
89,645
+23,570
165
$482K 0.14%
12,395
166
$481K 0.14%
37,677
+609
167
$474K 0.14%
13,679
+1,857
168
$474K 0.14%
35,540
-1,486
169
$474K 0.14%
4,019
+619
170
$472K 0.14%
6,899
171
$468K 0.14%
13,682
-360
172
$456K 0.13%
7,770
-338
173
$455K 0.13%
7,857
+834
174
$451K 0.13%
6,418
-570
175
$440K 0.13%
41,469
-381
5 6
7
8 9