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
$1.52B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.3M
3
+$11.8M
4
RTX icon
RTX Corp
RTX
+$11.3M
5
AON icon
Aon
AON
+$7.18M

Top Sells

1
+$2.47M
2
+$901K
3
+$890K
4
ALB icon
Albemarle
ALB
+$776K
5
TTEK icon
Tetra Tech
TTEK
+$547K

Sector Composition

1 Technology 20.58%
2 Industrials 12.32%
3 Financials 11.04%
4 Healthcare 8.51%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.26M 0.15%
11,026
+1,274
202
$2.26M 0.15%
+28,278
203
$2.25M 0.15%
16,629
+4,114
204
$2.25M 0.15%
54,585
+1,957
205
$2.2M 0.14%
26,641
+802
206
$2.18M 0.14%
+19,971
207
$2.14M 0.14%
37,713
+882
208
$2.12M 0.14%
22,541
+2,585
209
$2.12M 0.14%
4,667
-506
210
$1.93M 0.13%
69,473
-18,856
211
$1.93M 0.13%
73,230
-1,524
212
$1.9M 0.13%
22,740
+6,008
213
$1.87M 0.12%
37,194
+12,347
214
$1.84M 0.12%
51,959
+39,537
215
$1.82M 0.12%
+28,275
216
$1.73M 0.11%
+39,092
217
$1.69M 0.11%
13,106
-453
218
$1.68M 0.11%
14,551
+2,643
219
$1.68M 0.11%
26,146
+22
220
$1.65M 0.11%
113,023
+5,024
221
$1.64M 0.11%
179,455
222
$1.64M 0.11%
+10,243
223
$1.63M 0.11%
28,680
+549
224
$1.57M 0.1%
18,077
-837
225
$1.55M 0.1%
+24,308
7 8
9
10 11