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
526
$41K ﹤0.01%
+228
527
$41K ﹤0.01%
+168
528
$41K ﹤0.01%
+400
529
$41K ﹤0.01%
+632
530
$41K ﹤0.01%
+333
531
$40K ﹤0.01%
+160
532
$40K ﹤0.01%
+629
533
$40K ﹤0.01%
+256
534
$40K ﹤0.01%
+4,786
535
$39K ﹤0.01%
+640
536
$38K ﹤0.01%
+576
537
$38K ﹤0.01%
+1,814
538
$38K ﹤0.01%
+1,539
539
$38K ﹤0.01%
+1,807
540
$37K ﹤0.01%
+348
541
$37K ﹤0.01%
+1,690
542
$37K ﹤0.01%
+246
543
$37K ﹤0.01%
+401
544
$36K ﹤0.01%
+1,303
545
$36K ﹤0.01%
+1,717
546
$36K ﹤0.01%
+860
547
$35K ﹤0.01%
+3,324
548
$35K ﹤0.01%
+118
549
$35K ﹤0.01%
+270
550
$33K ﹤0.01%
+276
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