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
$659M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.49M
3
+$1.23M
4
OKE icon
Oneok
OKE
+$1.13M
5
CVSA
Covista Inc
CVSA
+$963K

Top Sells

1
+$4.16M
2
+$4.07M
3
+$1.89M
4
IT icon
Gartner
IT
+$1.34M
5
EAT icon
Brinker International
EAT
+$1.16M

Sector Composition

1 Technology 13.07%
2 Financials 9.36%
3 Industrials 9.1%
4 Healthcare 6.6%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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