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
$2.26B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.43M
3
+$1.87M
4
CME icon
CME Group
CME
+$1.17M
5
ROK icon
Rockwell Automation
ROK
+$1.14M

Top Sells

1
+$4.49M
2
+$3.79M
3
+$3.58M
4
GNTX icon
Gentex
GNTX
+$3.27M
5
COLM icon
Columbia Sportswear
COLM
+$2.09M

Sector Composition

1 Technology 20.88%
2 Industrials 15.15%
3 Financials 13.95%
4 Healthcare 7.86%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$35.9K ﹤0.01%
52
552
$35.5K ﹤0.01%
174
553
$35.2K ﹤0.01%
2,586
554
$35.1K ﹤0.01%
464
+264
555
$35K ﹤0.01%
1,710
+22
556
$34.7K ﹤0.01%
320
557
$34.4K ﹤0.01%
375
558
$33.6K ﹤0.01%
+864
559
$32.9K ﹤0.01%
1,750
560
$32.9K ﹤0.01%
1,091
-1,291
561
$32.6K ﹤0.01%
1,483
-148,680
562
$32.3K ﹤0.01%
1,024
+1
563
$32K ﹤0.01%
432
564
$31.4K ﹤0.01%
513
+132
565
$31.1K ﹤0.01%
5,344
566
$31K ﹤0.01%
39
567
$31K ﹤0.01%
1,000
568
$30.8K ﹤0.01%
381
569
$30.8K ﹤0.01%
2,240
570
$30.7K ﹤0.01%
266
-24
571
$30.5K ﹤0.01%
384
572
$30.1K ﹤0.01%
88
+1
573
$30K ﹤0.01%
327
574
$30K ﹤0.01%
1,525
575
$29.9K ﹤0.01%
403
+2
21 22
23
24 25