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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
326
$384K 0.02%
3,089
-37
327
$370K 0.02%
1,835
328
$360K 0.02%
809
329
$358K 0.02%
8,104
330
$358K 0.02%
2,900
-574
331
$354K 0.01%
5,711
332
$354K 0.01%
2,279
333
$351K 0.01%
4,899
334
$347K 0.01%
5,157
335
$345K 0.01%
1,147
-1
336
$338K 0.01%
5,415
-103
337
$337K 0.01%
7,482
338
$332K 0.01%
13,035
+110
339
$324K 0.01%
4,124
+18
340
$316K 0.01%
5,911
341
$312K 0.01%
3,229
342
$306K 0.01%
1,793
+9
343
$305K 0.01%
666
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344
$298K 0.01%
1,143
345
$294K 0.01%
2,730
346
$293K 0.01%
3,612
-11
347
$289K 0.01%
6,063
-1,123
348
$286K 0.01%
9,215
349
$285K 0.01%
6,482
-1,004
350
$283K 0.01%
1,112
-319
12 13
14
15 16