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
$706M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$980K
3
+$791K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$734K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$546K

Top Sells

1
+$2.35M
2
+$1.77M
3
+$1.34M
4
FICO icon
Fair Isaac
FICO
+$1.29M
5
FFIV icon
F5
FFIV
+$653K

Sector Composition

1 Technology 14.52%
2 Financials 10.39%
3 Industrials 9.97%
4 Healthcare 5.46%
5 Consumer Staples 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.38M 0.2%
18,999
+2,379
152
$1.37M 0.19%
14,772
+1,660
153
$1.34M 0.19%
25,908
-165
154
$1.33M 0.19%
25,538
-97
155
$1.32M 0.19%
39,341
+14,426
156
$1.31M 0.19%
7,498
-28
157
$1.28M 0.18%
24,902
+4,649
158
$1.25M 0.18%
12,074
+549
159
$1.25M 0.18%
6,997
+717
160
$1.25M 0.18%
66,234
+1,570
161
$1.23M 0.17%
26,810
+3,330
162
$1.21M 0.17%
20,157
-1,036
163
$1.19M 0.17%
7,946
+1
164
$1.18M 0.17%
8,288
+421
165
$1.17M 0.17%
20,606
+85
166
$1.16M 0.16%
+24,444
167
$1.09M 0.15%
9,317
-16
168
$1.09M 0.15%
18,351
-364
169
$1.07M 0.15%
30,762
170
$1.07M 0.15%
44,663
+1,028
171
$1.04M 0.15%
24,755
-1,177
172
$1.03M 0.15%
10,761
+47
173
$1.03M 0.15%
10,287
+156
174
$980K 0.14%
+16,359
175
$973K 0.14%
20,736
+1
5 6
7
8 9