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
$748M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$727K
3
+$699K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$630K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$589K

Top Sells

1
+$7.37M
2
+$3.49M
3
+$1.34M
4
CAVM
Cavium, Inc.
CAVM
+$758K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$617K

Sector Composition

1 Technology 15.74%
2 Industrials 11.25%
3 Financials 10.77%
4 Healthcare 6.4%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.14%
15,633
+7
177
$1.04M 0.14%
22,615
+1,402
178
$1.02M 0.14%
5,996
+369
179
$1M 0.13%
8,607
-322
180
$983K 0.13%
12,747
-256
181
$975K 0.13%
9,028
+332
182
$975K 0.13%
24,056
+564
183
$968K 0.13%
3,801
-56
184
$965K 0.13%
5,455
+235
185
$952K 0.13%
2,019
+153
186
$951K 0.13%
14,745
+1,460
187
$933K 0.12%
95,465
+1,405
188
$878K 0.12%
26,584
-1,345
189
$861K 0.12%
48,753
-360
190
$855K 0.11%
2,920
-521
191
$849K 0.11%
4,505
+183
192
$841K 0.11%
12,616
-727
193
$783K 0.1%
14,371
-700
194
$774K 0.1%
10,120
+1,275
195
$773K 0.1%
650
196
$772K 0.1%
12,670
-302
197
$762K 0.1%
10,746
-180
198
$748K 0.1%
20,000
-150
199
$744K 0.1%
7,461
+124
200
$738K 0.1%
13,675
+357
6 7
8
9 10