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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
251
$1.37M 0.06%
16,347
-1,404
252
$1.35M 0.06%
17,993
+710
253
$1.34M 0.06%
30,229
-40
254
$1.33M 0.06%
5,759
-65
255
$1.33M 0.06%
19,772
+3,121
256
$1.32M 0.06%
1,730
+2
257
$1.32M 0.06%
8,376
-35
258
$1.3M 0.05%
4,662
-52
259
$1.28M 0.05%
7,408
+435
260
$1.24M 0.05%
13,797
-54,515
261
$1.22M 0.05%
43,619
+582
262
$1.21M 0.05%
18,198
+297
263
$1.2M 0.05%
3,167
264
$1.18M 0.05%
39,657
-54
265
$1.16M 0.05%
5,552
+83
266
$1.16M 0.05%
56,751
267
$1.13M 0.05%
10,965
-5,295
268
$1.11M 0.05%
7,693
+633
269
$1.11M 0.05%
+2,560
270
$1.09M 0.05%
2,286
-1
271
$1.08M 0.05%
6,212
+866
272
$1.08M 0.05%
7,716
+755
273
$1.07M 0.04%
3,260
+208
274
$1.03M 0.04%
50,884
275
$1.03M 0.04%
8,398
-80
9 10
11
12 13