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
$1.41B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.97M
3
+$2.92M
4
STZ icon
Constellation Brands
STZ
+$2.91M
5
TSCO icon
Tractor Supply
TSCO
+$2.37M

Top Sells

1
+$5.78M
2
+$5.62M
3
+$4.51M
4
SAIA icon
Saia
SAIA
+$4.37M
5
SYNA icon
Synaptics
SYNA
+$2.65M

Sector Composition

1 Technology 22.05%
2 Industrials 12.18%
3 Financials 10.84%
4 Healthcare 7.17%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$336K 0.02%
9,207
277
$336K 0.02%
5,565
278
$313K 0.02%
846
-25
279
$312K 0.02%
6,357
+2,097
280
$308K 0.02%
2,857
-693
281
$298K 0.02%
5,098
-1,701
282
$298K 0.02%
4,142
+2
283
$297K 0.02%
+3,473
284
$295K 0.02%
14,895
285
$291K 0.02%
3,729
286
$289K 0.02%
11,627
287
$287K 0.02%
10,689
-315
288
$283K 0.02%
1,405
+43
289
$280K 0.02%
440
290
$274K 0.02%
4,717
291
$266K 0.02%
1,377
292
$262K 0.02%
1,161
+1
293
$258K 0.02%
+2,820
294
$257K 0.02%
3,541
-99
295
$255K 0.02%
+12,274
296
$255K 0.02%
4,560
297
$254K 0.02%
+1,007
298
$251K 0.02%
3,637
+2
299
$250K 0.02%
374
-7
300
$248K 0.02%
2,215
+215
10 11
12
13 14