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
176
$1.08M 0.13%
62,802
+4,440
177
$1.07M 0.13%
400
178
$1.06M 0.13%
12,303
-463
179
$1.04M 0.13%
13,972
+975
180
$1.01M 0.13%
9,877
+1,410
181
$902K 0.11%
26,745
-322
182
$892K 0.11%
4,868
+441
183
$880K 0.11%
10,908
-1,646
184
$860K 0.11%
11,172
+1,669
185
$858K 0.11%
4,954
+629
186
$844K 0.1%
13,606
-830
187
$843K 0.1%
3,611
-30
188
$808K 0.1%
19,066
+4,383
189
$803K 0.1%
11,684
-2,768
190
$774K 0.1%
+13,908
191
$725K 0.09%
15,040
192
$722K 0.09%
2,698
+435
193
$709K 0.09%
10,570
+3,029
194
$695K 0.09%
17,377
-8,953
195
$689K 0.09%
3,331
+587
196
$681K 0.08%
26,898
+1,340
197
$678K 0.08%
5,589
-1,365
198
$677K 0.08%
2,050
199
$669K 0.08%
26,117
-3,557
200
$648K 0.08%
65,037
-5,991
6 7
8
9 10