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
$1.15B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.14M
3
+$1.08M
4
MLM icon
Martin Marietta Materials
MLM
+$939K
5
META icon
Meta Platforms (Facebook)
META
+$892K

Top Sells

1
+$2.11M
2
+$2.01M
3
+$748K
4
AAPL icon
Apple
AAPL
+$707K
5
FICO icon
Fair Isaac
FICO
+$656K

Sector Composition

1 Technology 19.93%
2 Industrials 12.87%
3 Financials 10.3%
4 Healthcare 6.71%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.46M 0.13%
9,056
+726
177
$1.4M 0.12%
3,890
+1,638
178
$1.38M 0.12%
24,758
+290
179
$1.37M 0.12%
15,040
180
$1.32M 0.11%
17,612
+354
181
$1.28M 0.11%
+13,937
182
$1.25M 0.11%
13,898
-102
183
$1.16M 0.1%
300
184
$1.12M 0.1%
11,311
+1,183
185
$1.12M 0.1%
6,360
+30
186
$1.07M 0.09%
3,555
+55
187
$1.03M 0.09%
12,248
+9
188
$1.02M 0.09%
179,455
+41,482
189
$1.02M 0.09%
269,375
190
$1M 0.09%
6,068
191
$964K 0.08%
8,393
+4,863
192
$912K 0.08%
10,256
+49
193
$908K 0.08%
24,560
+187
194
$887K 0.08%
7,495
+28
195
$881K 0.08%
1,800
196
$847K 0.07%
+2,565
197
$833K 0.07%
3,512
+1
198
$832K 0.07%
5,380
-120
199
$803K 0.07%
2,871
+620
200
$802K 0.07%
6,364
+335
6 7
8
9 10