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
176
$436K 0.13%
12,179
-334
177
$426K 0.13%
6,209
-111
178
$425K 0.13%
11,743
+32
179
$419K 0.12%
9,900
+181
180
$418K 0.12%
167
181
$417K 0.12%
11,444
+1,200
182
$412K 0.12%
5,538
+740
183
$411K 0.12%
26,719
+1,022
184
$410K 0.12%
625
185
$408K 0.12%
5,055
186
$407K 0.12%
11,987
+1,317
187
$400K 0.12%
7,789
+1
188
$399K 0.12%
8,581
+357
189
$397K 0.12%
4,824
+9
190
$394K 0.12%
3,912
-495
191
$392K 0.12%
6,268
192
$391K 0.12%
3,949
-105
193
$387K 0.11%
5,078
+5
194
$380K 0.11%
200
195
$379K 0.11%
3,285
-26
196
$378K 0.11%
14,610
+1,065
197
$375K 0.11%
12,510
-730
198
$371K 0.11%
6,723
+318
199
$370K 0.11%
3,089
-281
200
$356K 0.11%
4,398
6 7
8
9 10