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
176
$526K 0.13%
7,060
+1,450
177
$525K 0.13%
4,997
+2,846
178
$516K 0.13%
11,379
+417
179
$514K 0.13%
4,113
180
$508K 0.13%
2,492
+305
181
$484K 0.12%
4,788
-280
182
$484K 0.12%
5,010
183
$484K 0.12%
26,700
+2,450
184
$484K 0.12%
10,180
+2,233
185
$482K 0.12%
6,163
+17
186
$476K 0.12%
8,611
+289
187
$475K 0.12%
3,303
+4
188
$458K 0.11%
4,531
+728
189
$458K 0.11%
13,524
-1,016
190
$455K 0.11%
25,439
+2,145
191
$438K 0.11%
6,848
192
$434K 0.11%
10,250
-342
193
$432K 0.11%
5,326
+1,310
194
$431K 0.11%
36,284
+1,286
195
$424K 0.1%
200
196
$417K 0.1%
7,282
+60
197
$415K 0.1%
61,996
+13,784
198
$415K 0.1%
12,275
+6,075
199
$414K 0.1%
6,268
200
$412K 0.1%
10,190
-1,832
6 7
8
9 10