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
$382M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$575K
3
+$403K
4
JPM icon
JPMorgan Chase
JPM
+$356K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$347K

Top Sells

1
+$766K
2
+$354K
3
+$317K
4
HAL icon
Halliburton
HAL
+$242K
5
ARLP icon
Alliance Resource Partners
ARLP
+$222K

Sector Composition

1 Technology 11.1%
2 Healthcare 7.54%
3 Financials 7.41%
4 Industrials 7.33%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$410K 0.11%
24,250
202
$405K 0.11%
16,885
+913
203
$403K 0.11%
+3,551
204
$397K 0.1%
3,803
+646
205
$394K 0.1%
7,447
-138
206
$372K 0.1%
17,208
207
$368K 0.1%
5,708
+1
208
$358K 0.09%
23,294
+2,019
209
$357K 0.09%
43,170
+6
210
$351K 0.09%
13,125
-635
211
$349K 0.09%
7,464
-332
212
$342K 0.09%
7,222
+12
213
$340K 0.09%
8,228
+2,901
214
$339K 0.09%
4,059
+350
215
$318K 0.08%
4,380
216
$316K 0.08%
4,016
+118
217
$310K 0.08%
21,724
+2,610
218
$308K 0.08%
5,254
219
$307K 0.08%
37,791
+5
220
$306K 0.08%
8,022
+22
221
$298K 0.08%
3,630
222
$298K 0.08%
21,500
223
$296K 0.08%
4,819
+2
224
$295K 0.08%
5,216
+241
225
$291K 0.08%
690
7 8
9
10 11