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
$2.18B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$2.39M
3
+$2.25M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.11M
5
OSIS icon
OSI Systems
OSIS
+$1.7M

Top Sells

1
+$13.3M
2
+$2.04M
3
+$1.23M
4
HI icon
Hillenbrand
HI
+$1.18M
5
AAPL icon
Apple
AAPL
+$1.05M

Sector Composition

1 Technology 21.62%
2 Industrials 15.87%
3 Financials 11.74%
4 Healthcare 8.23%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.88M 0.13%
91,775
+2,352
202
$2.84M 0.13%
33,158
-733
203
$2.82M 0.13%
31,406
+2,166
204
$2.81M 0.13%
20,166
+4,067
205
$2.74M 0.13%
11,096
+757
206
$2.73M 0.13%
43,839
-31
207
$2.68M 0.12%
67,243
-598
208
$2.61M 0.12%
4,948
+124
209
$2.58M 0.12%
4,465
+13
210
$2.57M 0.12%
41,450
+4,623
211
$2.45M 0.11%
4,186
+334
212
$2.42M 0.11%
17,737
-423
213
$2.41M 0.11%
163,992
+6,926
214
$2.39M 0.11%
17,158
+777
215
$2.36M 0.11%
28,355
+275
216
$2.29M 0.11%
34,563
-6,530
217
$2.28M 0.1%
15,435
-15
218
$2.28M 0.1%
12,331
+259
219
$2.22M 0.1%
10,581
-185
220
$2.21M 0.1%
21,331
-1,430
221
$2.14M 0.1%
25,592
+2,326
222
$2.14M 0.1%
20,189
-1,745
223
$2.12M 0.1%
31,531
-525
224
$2.08M 0.1%
9,557
+95
225
$2.08M 0.1%
16,501
-939
7 8
9
10 11