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
401
$124K 0.01%
+414
402
$124K 0.01%
+943
403
$121K 0.01%
+572
404
$121K 0.01%
+789
405
$120K 0.01%
+4,322
406
$119K 0.01%
+270
407
$117K 0.01%
+793
408
$116K 0.01%
+4,680
409
$114K 0.01%
+565
410
$113K 0.01%
23,562
411
$112K 0.01%
+721
412
$112K 0.01%
+734
413
$111K 0.01%
+4,370
414
$110K 0.01%
+468
415
$108K 0.01%
+786
416
$107K 0.01%
+1,068
417
$107K 0.01%
+1,004
418
$107K 0.01%
+9,600
419
$106K 0.01%
+830
420
$106K 0.01%
+5,636
421
$104K 0.01%
+2,079
422
$102K 0.01%
+5,380
423
$102K 0.01%
+3,700
424
$101K 0.01%
+85
425
$100K 0.01%
+5,433
15 16
17
18 19