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
501
$48K ﹤0.01%
+369
502
$47K ﹤0.01%
+500
503
$47K ﹤0.01%
+388
504
$47K ﹤0.01%
+600
505
$46K ﹤0.01%
+511
506
$46K ﹤0.01%
+442
507
$46K ﹤0.01%
+182
508
$45K ﹤0.01%
+224
509
$45K ﹤0.01%
+700
510
$44K ﹤0.01%
+485
511
$44K ﹤0.01%
+603
512
$44K ﹤0.01%
+1,003
513
$44K ﹤0.01%
+480
514
$44K ﹤0.01%
+1,054
515
$43K ﹤0.01%
+58
516
$43K ﹤0.01%
+432
517
$42K ﹤0.01%
+494
518
$42K ﹤0.01%
+885
519
$42K ﹤0.01%
+93
520
$42K ﹤0.01%
+1,200
521
$42K ﹤0.01%
+304
522
$42K ﹤0.01%
+1,382
523
$42K ﹤0.01%
+509
524
$42K ﹤0.01%
+1,671
525
$42K ﹤0.01%
300
19 20
21
22 23