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
$405M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$1.29M
3
+$1.11M
4
KMB icon
Kimberly-Clark
KMB
+$539K
5
T icon
AT&T
T
+$458K

Top Sells

1
+$2.38M
2
+$1.41M
3
+$1.25M
4
PLL
PALL CORP
PLL
+$990K
5
FARO
Faro Technologies
FARO
+$731K

Sector Composition

1 Technology 11.61%
2 Financials 8.01%
3 Healthcare 7.86%
4 Industrials 7.52%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$410K 0.1%
+13,199
202
$408K 0.1%
+3,294
203
$406K 0.1%
11,724
-356
204
$405K 0.1%
+5,780
205
$399K 0.1%
81,750
-5,910
206
$395K 0.1%
12,846
-299
207
$393K 0.1%
10,443
+2,215
208
$390K 0.1%
8,307
+3,091
209
$386K 0.1%
4,880
+500
210
$377K 0.09%
5,709
+1
211
$374K 0.09%
21,568
+4,683
212
$374K 0.09%
9,905
+3,540
213
$372K 0.09%
7,209
-255
214
$371K 0.09%
7,453
+6
215
$366K 0.09%
44,112
+942
216
$364K 0.09%
+28,778
217
$360K 0.09%
4,926
+107
218
$357K 0.09%
5,239
-15
219
$346K 0.09%
+9,385
220
$334K 0.08%
9,451
+290
221
$324K 0.08%
17,266
+58
222
$323K 0.08%
14,170
+1,045
223
$322K 0.08%
+1,524
224
$320K 0.08%
5,455
+1,345
225
$303K 0.07%
3,630
7 8
9
10 11