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
$2.26B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.43M
3
+$1.87M
4
CME icon
CME Group
CME
+$1.17M
5
ROK icon
Rockwell Automation
ROK
+$1.14M

Top Sells

1
+$4.49M
2
+$3.79M
3
+$3.58M
4
GNTX icon
Gentex
GNTX
+$3.27M
5
COLM icon
Columbia Sportswear
COLM
+$2.09M

Sector Composition

1 Technology 20.88%
2 Industrials 15.15%
3 Financials 13.95%
4 Healthcare 7.86%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$84.8K ﹤0.01%
4,675
+1,600
452
$84.6K ﹤0.01%
1,734
453
$84K ﹤0.01%
482
+3
454
$83.9K ﹤0.01%
876
455
$83.5K ﹤0.01%
829
+3
456
$83.1K ﹤0.01%
698
457
$82.6K ﹤0.01%
3,465
458
$82.5K ﹤0.01%
1,500
459
$81.9K ﹤0.01%
3,200
460
$80.5K ﹤0.01%
608
+507
461
$80.5K ﹤0.01%
2,508
462
$80.4K ﹤0.01%
1,635
+1,608
463
$79.9K ﹤0.01%
586
-440
464
$79.4K ﹤0.01%
258
-59
465
$77.2K ﹤0.01%
731
466
$77K ﹤0.01%
750
467
$76.7K ﹤0.01%
2,400
468
$75.2K ﹤0.01%
262
469
$75K ﹤0.01%
2,002
470
$74.6K ﹤0.01%
679
471
$74.6K ﹤0.01%
241
472
$73.4K ﹤0.01%
1,141
+6
473
$73.4K ﹤0.01%
420
474
$72.6K ﹤0.01%
6,691
+90
475
$71K ﹤0.01%
442
+5
17 18
19
20 21