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
$2.18B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$2.39M
3
+$2.25M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.11M
5
OSIS icon
OSI Systems
OSIS
+$1.7M

Top Sells

1
+$13.3M
2
+$2.04M
3
+$1.23M
4
HI icon
Hillenbrand
HI
+$1.18M
5
AAPL icon
Apple
AAPL
+$1.05M

Sector Composition

1 Technology 21.62%
2 Industrials 15.87%
3 Financials 11.74%
4 Healthcare 8.23%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.98M 0.23%
167,730
-2,656
152
$4.95M 0.23%
43,065
+1,717
153
$4.88M 0.22%
116,847
+4,761
154
$4.84M 0.22%
74,293
-3,835
155
$4.79M 0.22%
32,515
+752
156
$4.77M 0.22%
46,621
-233
157
$4.75M 0.22%
63,739
-714
158
$4.7M 0.22%
44,716
+611
159
$4.68M 0.21%
23,570
-87
160
$4.63M 0.21%
22,931
-468
161
$4.44M 0.2%
26,758
+680
162
$4.42M 0.2%
45,543
+2,152
163
$4.38M 0.2%
4,608
+31
164
$4.31M 0.2%
15,326
-198
165
$4.29M 0.2%
8,682
+51
166
$4.24M 0.19%
19,230
+660
167
$4.18M 0.19%
52,713
-207
168
$4.15M 0.19%
64,077
+2,402
169
$4.12M 0.19%
37,243
+2,063
170
$4.08M 0.19%
26,872
+11,173
171
$4.06M 0.19%
44,825
+732
172
$3.99M 0.18%
38,105
-1,269
173
$3.98M 0.18%
54,563
-153
174
$3.91M 0.18%
18,228
-897
175
$3.87M 0.18%
42,940
-553
5 6
7
8 9