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
$1.41B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.46M
3
+$3.21M
4
CENTA icon
Central Garden & Pet Co Class A
CENTA
+$3.02M
5
TSCO icon
Tractor Supply
TSCO
+$2.59M

Top Sells

1
+$5.78M
2
+$5.31M
3
+$4.8M
4
SAIA icon
Saia
SAIA
+$4.74M
5
SYNA icon
Synaptics
SYNA
+$3.21M

Sector Composition

1 Technology 22.05%
2 Industrials 12.18%
3 Financials 10.84%
4 Healthcare 7.17%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.37M 0.1%
179,455
202
$1.37M 0.1%
6,817
+96
203
$1.3M 0.09%
35,711
+26,331
204
$1.29M 0.09%
12,705
-1,131
205
$1.25M 0.09%
24,847
+13,520
206
$1.21M 0.09%
16,668
+48
207
$1.19M 0.08%
12,777
+10
208
$1.13M 0.08%
3,871
-111
209
$1.11M 0.08%
13,098
+6,000
210
$1.05M 0.07%
1,590
-115
211
$1.03M 0.07%
10,152
-1,219
212
$1.03M 0.07%
3,380
213
$1.02M 0.07%
48,551
214
$970K 0.07%
22,088
-899
215
$945K 0.07%
4,791
+64
216
$937K 0.07%
+12,555
217
$918K 0.07%
75,655
+9,543
218
$912K 0.06%
3,286
+2
219
$901K 0.06%
200
220
$890K 0.06%
15,065
-254
221
$886K 0.06%
110,595
222
$875K 0.06%
18,244
+112
223
$863K 0.06%
6,961
224
$860K 0.06%
10,022
-994
225
$847K 0.06%
6,253
-1,087
7 8
9
10 11