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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
376
$213K 0.01%
600
377
$209K 0.01%
425
378
$209K 0.01%
490
-13
379
$206K 0.01%
414
380
$205K 0.01%
12,600
381
$203K 0.01%
330
382
$200K 0.01%
1,993
383
$200K 0.01%
5,100
384
$199K 0.01%
+1,056
385
$199K 0.01%
1,768
-8
386
$198K 0.01%
2,167
-333
387
$198K 0.01%
788
-131
388
$195K 0.01%
903
-565
389
$192K 0.01%
1,359
390
$188K 0.01%
4,926
391
$187K 0.01%
452
392
$186K 0.01%
2,733
-276
393
$183K 0.01%
3,200
394
$179K 0.01%
4,360
395
$174K 0.01%
1,225
+1
396
$172K 0.01%
178
+33
397
$172K 0.01%
2,501
398
$170K 0.01%
2,570
+10
399
$165K 0.01%
2,367
-84
400
$161K 0.01%
1,937
+510
14 15
16
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