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
$805M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.29M
3
+$1.21M
4
ALB icon
Albemarle
ALB
+$1.2M
5
LECO icon
Lincoln Electric
LECO
+$935K

Top Sells

1
+$2.68M
2
+$1.37M
3
+$1.25M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.2M
5
FLS icon
Flowserve
FLS
+$1.15M

Sector Composition

1 Technology 20.69%
2 Industrials 11.83%
3 Financials 10.68%
4 Healthcare 6.6%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$640K 0.08%
4,640
-2,260
202
$640K 0.08%
3,380
203
$623K 0.08%
675
-60
204
$615K 0.08%
81,972
-31,534
205
$611K 0.08%
5,811
+428
206
$610K 0.08%
5,680
207
$591K 0.07%
3,280
-148
208
$591K 0.07%
+22,890
209
$579K 0.07%
269,375
210
$573K 0.07%
5,838
-2,365
211
$571K 0.07%
2,764
+198
212
$549K 0.07%
48,551
213
$540K 0.07%
6,068
214
$539K 0.07%
19,085
+1,451
215
$539K 0.07%
7,330
+90
216
$539K 0.07%
14,680
217
$526K 0.07%
2,853
-340
218
$524K 0.07%
6,961
219
$515K 0.06%
3,134
220
$515K 0.06%
6,565
-2,469
221
$476K 0.06%
6,623
-190
222
$459K 0.06%
10,280
-1,552
223
$454K 0.06%
25,799
-7,257
224
$452K 0.06%
7,967
225
$446K 0.06%
14,390
-146
7 8
9
10 11