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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
476
$75.5K ﹤0.01%
908
477
$75.4K ﹤0.01%
215
-43
478
$75.4K ﹤0.01%
1,232
479
$75.1K ﹤0.01%
164
480
$74.8K ﹤0.01%
2,400
481
$74.3K ﹤0.01%
2,891
-574
482
$73.8K ﹤0.01%
608
483
$73.4K ﹤0.01%
1,300
484
$72.4K ﹤0.01%
750
485
$68.1K ﹤0.01%
248
486
$68.1K ﹤0.01%
1,585
-62
487
$67.3K ﹤0.01%
1,217
488
$65.6K ﹤0.01%
335
489
$65.2K ﹤0.01%
300
490
$65.2K ﹤0.01%
569
+5
491
$65.1K ﹤0.01%
748
492
$64.8K ﹤0.01%
345
493
$64.5K ﹤0.01%
224
494
$64.1K ﹤0.01%
1,106
495
$63.6K ﹤0.01%
262
496
$63.5K ﹤0.01%
407
+1
497
$63.1K ﹤0.01%
444
-39
498
$63K ﹤0.01%
618
+3
499
$62.7K ﹤0.01%
657
500
$61.5K ﹤0.01%
213
18 19
20
21 22