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
$1.52B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.3M
3
+$11.8M
4
RTX icon
RTX Corp
RTX
+$11.3M
5
AON icon
Aon
AON
+$7.18M

Top Sells

1
+$2.47M
2
+$901K
3
+$890K
4
ALB icon
Albemarle
ALB
+$776K
5
TTEK icon
Tetra Tech
TTEK
+$547K

Sector Composition

1 Technology 20.58%
2 Industrials 12.32%
3 Financials 11.04%
4 Healthcare 8.51%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.85M 0.19%
3,735
+217
177
$2.79M 0.18%
22,480
+166
178
$2.7M 0.18%
12,578
+629
179
$2.69M 0.18%
59,293
+7,118
180
$2.67M 0.18%
10,973
-1,510
181
$2.67M 0.18%
10,679
-963
182
$2.63M 0.17%
16,695
+4,479
183
$2.62M 0.17%
22,130
+983
184
$2.6M 0.17%
145,477
+2,768
185
$2.56M 0.17%
25,497
+137
186
$2.53M 0.17%
50,642
-2,587
187
$2.52M 0.17%
80,244
-800
188
$2.5M 0.16%
+13,990
189
$2.5M 0.16%
17,953
-1,429
190
$2.49M 0.16%
24,671
-53
191
$2.46M 0.16%
8,308
-1,504
192
$2.42M 0.16%
31,132
+2,050
193
$2.39M 0.16%
10,035
+472
194
$2.38M 0.16%
47,718
+6,122
195
$2.35M 0.15%
13,378
196
$2.34M 0.15%
+29,249
197
$2.33M 0.15%
40,735
+2,324
198
$2.32M 0.15%
23,092
+1,033
199
$2.31M 0.15%
16,615
-226
200
$2.28M 0.15%
+116,371
6 7
8
9 10