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
$1.52B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.3M
3
+$11.3M
4
RTX icon
RTX Corp
RTX
+$10.8M
5
AON icon
Aon
AON
+$6.41M

Top Sells

1
+$2.47M
2
+$928K
3
+$901K
4
ALB icon
Albemarle
ALB
+$741K
5
SYNA icon
Synaptics
SYNA
+$597K

Sector Composition

1 Technology 20.58%
2 Industrials 12.32%
3 Financials 11.04%
4 Healthcare 8.51%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$219K 0.01%
+4,349
352
$218K 0.01%
1,851
+1
353
$217K 0.01%
+4,300
354
$216K 0.01%
+3,519
355
$207K 0.01%
7,202
-1,465
356
$202K 0.01%
11,960
-314
357
$195K 0.01%
2,500
358
$194K 0.01%
+1,050
359
$193K 0.01%
464
360
$192K 0.01%
921
361
$191K 0.01%
+953
362
$190K 0.01%
8,785
363
$189K 0.01%
2,850
-19
364
$186K 0.01%
+1,807
365
$186K 0.01%
+1,409
366
$186K 0.01%
886
367
$185K 0.01%
+2,158
368
$184K 0.01%
667
369
$184K 0.01%
+2,549
370
$182K 0.01%
+1,924
371
$180K 0.01%
3,044
-1,098
372
$178K 0.01%
+1,389
373
$176K 0.01%
+4,409
374
$176K 0.01%
+5,550
375
$174K 0.01%
+2,787
13 14
15
16 17