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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
501
$60.7K ﹤0.01%
5,407
502
$58.7K ﹤0.01%
997
503
$58.3K ﹤0.01%
177
+1
504
$56.6K ﹤0.01%
223
505
$56.3K ﹤0.01%
2,140
506
$56.1K ﹤0.01%
933
507
$55.9K ﹤0.01%
1,100
508
$55.7K ﹤0.01%
549
509
$54.2K ﹤0.01%
700
510
$53.2K ﹤0.01%
2,336
+5
511
$53.1K ﹤0.01%
1,082
512
$52.8K ﹤0.01%
+297
513
$52.3K ﹤0.01%
276
+1
514
$52.2K ﹤0.01%
500
515
$52K ﹤0.01%
2,097
516
$51.2K ﹤0.01%
1,319
-310
517
$50.7K ﹤0.01%
800
518
$50.1K ﹤0.01%
584
519
$49.6K ﹤0.01%
111
520
$49K ﹤0.01%
428
521
$48.6K ﹤0.01%
650
522
$48K ﹤0.01%
276
523
$47.5K ﹤0.01%
577
524
$47.3K ﹤0.01%
374
-679
525
$47.1K ﹤0.01%
724
+211
19 20
21
22 23