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
$748M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$727K
3
+$699K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$630K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$589K

Top Sells

1
+$7.37M
2
+$3.49M
3
+$1.34M
4
CAVM
Cavium, Inc.
CAVM
+$758K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$617K

Sector Composition

1 Technology 15.74%
2 Industrials 11.25%
3 Financials 10.77%
4 Healthcare 6.4%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$681K 0.09%
53,547
+1,334
202
$664K 0.09%
14,530
-1,190
203
$663K 0.09%
13,947
-850
204
$658K 0.09%
2,635
-203
205
$657K 0.09%
16,354
-1,658
206
$649K 0.09%
9,005
+4,145
207
$648K 0.09%
4,484
+424
208
$644K 0.09%
14,641
-415
209
$642K 0.09%
7,170
-443
210
$640K 0.09%
200
211
$621K 0.08%
6,068
-200
212
$619K 0.08%
5,150
+150
213
$596K 0.08%
8,178
-767
214
$595K 0.08%
14,158
-504
215
$589K 0.08%
3,419
-154
216
$585K 0.08%
13,995
-552
217
$581K 0.08%
13,081
+332
218
$559K 0.07%
12,104
-829
219
$545K 0.07%
3,258
-283
220
$541K 0.07%
5,718
-652
221
$539K 0.07%
10,680
+1
222
$529K 0.07%
9,773
-175
223
$519K 0.07%
4,410
+320
224
$517K 0.07%
6,696
-708
225
$511K 0.07%
11,572
7 8
9
10 11