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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
426
$123K 0.01%
1,072
427
$120K 0.01%
2,016
428
$120K 0.01%
1,288
-442
429
$120K 0.01%
1,650
430
$118K ﹤0.01%
1,653
-1,214
431
$116K ﹤0.01%
698
+2
432
$116K ﹤0.01%
839
+488
433
$115K ﹤0.01%
1,046
+10
434
$111K ﹤0.01%
1,028
435
$110K ﹤0.01%
2,438
436
$110K ﹤0.01%
854
437
$108K ﹤0.01%
2,149
438
$106K ﹤0.01%
671
439
$105K ﹤0.01%
2,750
440
$105K ﹤0.01%
1,172
+5
441
$105K ﹤0.01%
594
-54
442
$97.5K ﹤0.01%
875
443
$97.4K ﹤0.01%
2,647
-773
444
$96.2K ﹤0.01%
1,016
-10
445
$94.6K ﹤0.01%
1,133
+6
446
$94.1K ﹤0.01%
2,767
-1,233
447
$92.8K ﹤0.01%
1,635
448
$92.4K ﹤0.01%
2,013
449
$89.4K ﹤0.01%
377
450
$89.1K ﹤0.01%
3,300
16 17
18
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