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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
351
$277K 0.01%
1,171
-74
352
$271K 0.01%
2,334
+16
353
$265K 0.01%
4,771
354
$264K 0.01%
1,222
-11
355
$258K 0.01%
689
356
$256K 0.01%
792
357
$255K 0.01%
7,621
+23
358
$252K 0.01%
5,882
+227
359
$251K 0.01%
1,797
360
$250K 0.01%
885
361
$245K 0.01%
1,192
+2
362
$241K 0.01%
1,516
363
$238K 0.01%
2,671
+1
364
$238K 0.01%
993
+118
365
$234K 0.01%
2,904
+13
366
$234K 0.01%
1,441
+30
367
$233K 0.01%
1,383
368
$233K 0.01%
2,821
369
$229K 0.01%
732
370
$228K 0.01%
1,033
+1
371
$227K 0.01%
1,036
-27
372
$225K 0.01%
863
373
$222K 0.01%
1,462
+5
374
$219K 0.01%
2,850
375
$216K 0.01%
4,370
13 14
15
16 17