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
$2.18B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$2.39M
3
+$2.25M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.11M
5
OSIS icon
OSI Systems
OSIS
+$1.7M

Top Sells

1
+$13.3M
2
+$2.04M
3
+$1.23M
4
HI icon
Hillenbrand
HI
+$1.18M
5
AAPL icon
Apple
AAPL
+$1.05M

Sector Composition

1 Technology 21.62%
2 Industrials 15.87%
3 Financials 11.74%
4 Healthcare 8.23%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.84M 0.18%
83,947
+642
177
$3.77M 0.17%
71,911
-2,917
178
$3.77M 0.17%
161,490
+3,240
179
$3.69M 0.17%
58,695
-6,519
180
$3.69M 0.17%
5,964
+818
181
$3.67M 0.17%
18,455
-136
182
$3.66M 0.17%
7,435
-551
183
$3.53M 0.16%
160,928
-427
184
$3.32M 0.15%
61,464
+3,645
185
$3.28M 0.15%
44,549
+4,928
186
$3.21M 0.15%
49,916
-653
187
$3.19M 0.15%
27,852
-392
188
$3.19M 0.15%
27,420
-191
189
$3.19M 0.15%
7,285
-74
190
$3.18M 0.15%
27,866
+201
191
$3.16M 0.15%
51,847
-3,092
192
$3.13M 0.14%
57,316
+2,112
193
$3.12M 0.14%
18,677
-149
194
$3.12M 0.14%
31,086
+2,586
195
$3M 0.14%
9,529
-148
196
$3M 0.14%
32,151
+1,443
197
$2.96M 0.14%
27,193
-3,503
198
$2.91M 0.13%
95,001
+5,015
199
$2.91M 0.13%
11,692
-107
200
$2.89M 0.13%
7,516
-87
6 7
8
9 10