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
451
$72K ﹤0.01%
+2,140
452
$72K ﹤0.01%
+1,444
453
$72K ﹤0.01%
+446
454
$72K ﹤0.01%
+2,095
455
$71K ﹤0.01%
+2,850
456
$71K ﹤0.01%
+743
457
$71K ﹤0.01%
+481
458
$70K ﹤0.01%
+1,000
459
$70K ﹤0.01%
+1,400
460
$70K ﹤0.01%
+3,285
461
$69K ﹤0.01%
+682
462
$68K ﹤0.01%
+29
463
$66K ﹤0.01%
+1,875
464
$65K ﹤0.01%
+2,002
465
$64K ﹤0.01%
+600
466
$64K ﹤0.01%
+467
467
$64K ﹤0.01%
+907
468
$63K ﹤0.01%
+909
469
$63K ﹤0.01%
+449
470
$62K ﹤0.01%
+1,300
471
$61K ﹤0.01%
+600
472
$61K ﹤0.01%
+1,320
473
$60K ﹤0.01%
+413
474
$60K ﹤0.01%
+8,586
475
$60K ﹤0.01%
+1,882
17 18
19
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