GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.57M
3
+$1.43M
4
MRTN icon
Marten Transport
MRTN
+$1.17M
5
VZ icon
Verizon
VZ
+$1.02M

Top Sells

1
+$10.7M
2
+$4.25M
3
+$3.3M
4
EPAM icon
EPAM Systems
EPAM
+$2.9M
5
HIG icon
Hartford Financial Services
HIG
+$1.54M

Sector Composition

1 Technology 20.39%
2 Industrials 12.41%
3 Financials 10.07%
4 Healthcare 6.68%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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