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
$805M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.29M
3
+$1.21M
4
ALB icon
Albemarle
ALB
+$1.2M
5
LECO icon
Lincoln Electric
LECO
+$935K

Top Sells

1
+$2.68M
2
+$1.37M
3
+$1.25M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.2M
5
FLS icon
Flowserve
FLS
+$1.15M

Sector Composition

1 Technology 20.69%
2 Industrials 11.83%
3 Financials 10.68%
4 Healthcare 6.6%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.48M 0.18%
40,703
-14,219
152
$1.46M 0.18%
22,095
+1,270
153
$1.44M 0.18%
48,415
+12,454
154
$1.4M 0.17%
2,580
+63
155
$1.37M 0.17%
15,700
+527
156
$1.35M 0.17%
11,670
+345
157
$1.33M 0.16%
25,398
+3,552
158
$1.32M 0.16%
15,437
-1,888
159
$1.31M 0.16%
29,377
-5,097
160
$1.31M 0.16%
34,869
-12,331
161
$1.3M 0.16%
4,184
+962
162
$1.27M 0.16%
26,004
-234
163
$1.27M 0.16%
24,327
-369
164
$1.26M 0.16%
24,018
-96
165
$1.22M 0.15%
7,513
+558
166
$1.21M 0.15%
38,895
-4,300
167
$1.2M 0.15%
132,934
-19,642
168
$1.19M 0.15%
23,157
+7,373
169
$1.16M 0.14%
21,249
+17
170
$1.14M 0.14%
6,066
-150
171
$1.14M 0.14%
19,193
-1,267
172
$1.13M 0.14%
8,626
+232
173
$1.13M 0.14%
25,157
-3,206
174
$1.11M 0.14%
9,969
+348
175
$1.1M 0.14%
18,808
+1,194
5 6
7
8 9