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
$339M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$380K
3
+$368K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$360K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$336K
2
+$275K
3
+$242K
4
DD
Du Pont De Nemours E I
DD
+$216K
5
MUR icon
Murphy Oil
MUR
+$214K

Sector Composition

1 Technology 9.35%
2 Industrials 7.32%
3 Financials 7.06%
4 Healthcare 6.84%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$345K 0.1%
3,151
-400
202
$340K 0.1%
17,178
-739
203
$335K 0.1%
10,723
+1,863
204
$328K 0.1%
4,620
+630
205
$320K 0.09%
11,881
-520
206
$316K 0.09%
9,805
+580
207
$312K 0.09%
39,972
-990
208
$310K 0.09%
+22,050
209
$304K 0.09%
7,758
210
$297K 0.09%
7,670
+638
211
$296K 0.09%
5,239
212
$293K 0.09%
4,463
+2
213
$289K 0.09%
13,515
214
$285K 0.08%
3,527
+1
215
$285K 0.08%
7,290
216
$281K 0.08%
20,314
217
$280K 0.08%
+5,920
218
$278K 0.08%
7,186
-1,198
219
$277K 0.08%
5,704
+2
220
$275K 0.08%
3,307
+12
221
$275K 0.08%
2,324
-66
222
$273K 0.08%
25,813
+1,618
223
$272K 0.08%
6,218
224
$270K 0.08%
5,780
+1,000
225
$268K 0.08%
20,898
+2,717
7 8
9
10 11