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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
451
$88.4K ﹤0.01%
1,734
452
$87.6K ﹤0.01%
1,313
453
$87.2K ﹤0.01%
4,772
+24
454
$86.4K ﹤0.01%
1,676
+18
455
$85.1K ﹤0.01%
634
456
$84.8K ﹤0.01%
2,528
-3,124
457
$83.8K ﹤0.01%
485
+3
458
$83.7K ﹤0.01%
446
+4
459
$83.7K ﹤0.01%
2,002
460
$82.8K ﹤0.01%
999
+615
461
$82.7K ﹤0.01%
3,200
462
$82.3K ﹤0.01%
2,508
463
$81.5K ﹤0.01%
1,336
+1
464
$81.2K ﹤0.01%
1,500
465
$80.9K ﹤0.01%
6,762
+71
466
$80.6K ﹤0.01%
1,145
+4
467
$80.3K ﹤0.01%
731
468
$80.3K ﹤0.01%
115
469
$80.2K ﹤0.01%
4,675
470
$80.2K ﹤0.01%
421
+1
471
$79.8K ﹤0.01%
966
+864
472
$79.7K ﹤0.01%
2,445
473
$77.9K ﹤0.01%
501
474
$76.8K ﹤0.01%
679
475
$76.6K ﹤0.01%
241
17 18
19
20 21