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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
301
$508K 0.02%
10,066
-48,479
302
$507K 0.02%
6,904
+48
303
$507K 0.02%
1,067
304
$501K 0.02%
+15,890
305
$494K 0.02%
2,322
+2
306
$490K 0.02%
5,171
307
$489K 0.02%
2,610
308
$486K 0.02%
6,415
-750
309
$481K 0.02%
4,777
+321
310
$475K 0.02%
5,616
+2
311
$472K 0.02%
2,417
-220
312
$456K 0.02%
572
-1
313
$448K 0.02%
4,797
-111
314
$447K 0.02%
15,817
+132
315
$446K 0.02%
3,168
+2
316
$440K 0.02%
1,642
-243
317
$428K 0.02%
1,768
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318
$427K 0.02%
3,138
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319
$415K 0.02%
315
320
$407K 0.02%
3,578
-12
321
$406K 0.02%
3,390
322
$402K 0.02%
4,285
+7
323
$402K 0.02%
13,300
+31
324
$397K 0.02%
2,059
-8
325
$387K 0.02%
2,456
11 12
13
14 15