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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
526
$46.9K ﹤0.01%
842
+18
527
$46.3K ﹤0.01%
228
+54
528
$46.2K ﹤0.01%
+310
529
$45.4K ﹤0.01%
900
530
$45.1K ﹤0.01%
200
531
$44.9K ﹤0.01%
1,175
+21
532
$44.9K ﹤0.01%
584
533
$44K ﹤0.01%
603
534
$43.9K ﹤0.01%
2,586
535
$43.4K ﹤0.01%
111
536
$43.1K ﹤0.01%
52
537
$43K ﹤0.01%
699
538
$42.8K ﹤0.01%
575
539
$42.3K ﹤0.01%
429
540
$42.3K ﹤0.01%
780
-165
541
$42K ﹤0.01%
1,178
542
$41.6K ﹤0.01%
2,333
543
$41.3K ﹤0.01%
800
544
$41.3K ﹤0.01%
105
545
$41.2K ﹤0.01%
106
546
$41K ﹤0.01%
1,608
547
$40.9K ﹤0.01%
133
-22
548
$40.1K ﹤0.01%
439
549
$40K ﹤0.01%
436
-150
550
$39.5K ﹤0.01%
490
+1
20 21
22
23 24