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
151
$698K 0.17%
27,255
+4,223
152
$690K 0.17%
65,349
+17,883
153
$683K 0.17%
13,682
154
$677K 0.17%
7,653
+1
155
$647K 0.16%
5,823
+1
156
$642K 0.16%
10,375
157
$634K 0.16%
10,325
+3,600
158
$625K 0.15%
8,519
+354
159
$614K 0.15%
6,481
+106
160
$603K 0.15%
16,717
+5,352
161
$601K 0.15%
11,861
-237
162
$595K 0.15%
37,475
+15,751
163
$592K 0.15%
52,138
+21,885
164
$591K 0.15%
7,353
+390
165
$583K 0.14%
655
166
$581K 0.14%
18,370
+2,235
167
$577K 0.14%
28,217
+663
168
$574K 0.14%
45,237
+3,966
169
$557K 0.14%
17,544
+4,769
170
$555K 0.14%
9,626
+344
171
$547K 0.14%
6,710
+2,651
172
$541K 0.13%
10,763
+2,699
173
$536K 0.13%
3,497
-1,012
174
$532K 0.13%
17,573
+8
175
$528K 0.13%
28,399
+1,497
5 6
7
8 9