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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
401
$161K 0.01%
3,237
+10
402
$160K 0.01%
1,249
403
$158K 0.01%
1,083
404
$157K 0.01%
5,979
+5,841
405
$151K 0.01%
2,005
-2,510
406
$151K 0.01%
1,678
407
$149K 0.01%
26,171
408
$147K 0.01%
1,585
-167
409
$142K 0.01%
3,925
410
$141K 0.01%
770
411
$138K 0.01%
775
412
$138K 0.01%
773
413
$137K 0.01%
1,472
414
$137K 0.01%
1,373
+99
415
$137K 0.01%
1,399
-4
416
$135K 0.01%
855
417
$134K 0.01%
2,090
+5
418
$133K 0.01%
4,114
+2
419
$129K 0.01%
305
420
$128K 0.01%
2,453
+440
421
$127K 0.01%
1,028
422
$125K 0.01%
1,048
+350
423
$123K 0.01%
676
+90
424
$123K 0.01%
6,382
425
$123K 0.01%
721
15 16
17
18 19