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
551
$33K ﹤0.01%
+136
552
$32K ﹤0.01%
+319
553
$31K ﹤0.01%
+398
554
$31K ﹤0.01%
+1,032
555
$31K ﹤0.01%
+142
556
$30K ﹤0.01%
+68
557
$30K ﹤0.01%
+1,429
558
$29K ﹤0.01%
+250
559
$29K ﹤0.01%
+1,362
560
$29K ﹤0.01%
+448
561
$29K ﹤0.01%
420
-2,400
562
$28K ﹤0.01%
+901
563
$28K ﹤0.01%
+261
564
$28K ﹤0.01%
+774
565
$28K ﹤0.01%
+187
566
$27K ﹤0.01%
+553
567
$27K ﹤0.01%
+322
568
$27K ﹤0.01%
+3,741
569
$27K ﹤0.01%
+531
570
$27K ﹤0.01%
+1,060
571
$27K ﹤0.01%
+810
572
$27K ﹤0.01%
+83
573
$27K ﹤0.01%
+811
574
$26K ﹤0.01%
+1,297
575
$26K ﹤0.01%
+1,274
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