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GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$4.49M
3
+$3.52M
4
ALLE icon
Allegion
ALLE
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.54M

Top Sells

1
+$9.83M
2
+$5.37M
3
+$4.83M
4
GIS icon
General Mills
GIS
+$2.43M
5
ORCL icon
Oracle
ORCL
+$1.32M

Sector Composition

1 Technology 21.46%
2 Industrials 15.01%
3 Financials 13.78%
4 Healthcare 7.41%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.97M 0.08%
13,835
+35
227
$1.94M 0.08%
22,911
+4,097
228
$1.93M 0.08%
24,262
-818
229
$1.93M 0.08%
14,300
-2,753
230
$1.92M 0.08%
19,308
+1,063
231
$1.87M 0.08%
29,720
-5,230
232
$1.87M 0.08%
18,053
-1,183
233
$1.81M 0.08%
112,662
+2,705
234
$1.73M 0.07%
10,723
+100
235
$1.71M 0.07%
16,114
+2,091
236
$1.62M 0.07%
22,437
+4,421
237
$1.6M 0.07%
10,756
-306
238
$1.6M 0.07%
24,209
-1,368
239
$1.59M 0.07%
23,208
-4,141
240
$1.57M 0.07%
7,144
+5
241
$1.51M 0.06%
2
242
$1.5M 0.06%
37,103
-1,837
243
$1.45M 0.06%
7,015
244
$1.45M 0.06%
47,459
-15,422
245
$1.44M 0.06%
3,562
-1,198
246
$1.43M 0.06%
15,020
-435
247
$1.41M 0.06%
12,669
+156
248
$1.4M 0.06%
17,555
-974
249
$1.39M 0.06%
39,425
+1,279
250
$1.38M 0.06%
3,993
+800
8 9
10
11 12