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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
276
$1.03M 0.04%
3,110
-10
277
$964K 0.04%
6,615
-294
278
$955K 0.04%
4,813
279
$926K 0.04%
1,390
-107
280
$901K 0.04%
5,976
-14
281
$895K 0.04%
2,946
+280
282
$821K 0.03%
1,285
283
$788K 0.03%
+5,053
284
$778K 0.03%
2,432
+11
285
$769K 0.03%
1,263
286
$756K 0.03%
11,395
+8
287
$751K 0.03%
17,446
+40
288
$715K 0.03%
4,887
+1,944
289
$697K 0.03%
24,881
-1,982
290
$654K 0.03%
68,107
291
$654K 0.03%
24,820
-35
292
$618K 0.03%
2,056
-3
293
$607K 0.03%
10,628
-689
294
$595K 0.03%
8,775
295
$567K 0.02%
7,437
+741
296
$564K 0.02%
5,049
297
$550K 0.02%
5,045
298
$520K 0.02%
13,219
-2,082
299
$515K 0.02%
3,678
-16
300
$513K 0.02%
5,643
10 11
12
13 14