We are live on ! Find out more
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
551
$39.4K ﹤0.01%
325
+60
552
$39.2K ﹤0.01%
327
553
$39.2K ﹤0.01%
327
554
$39.1K ﹤0.01%
440
555
$39K ﹤0.01%
1,700
-813
556
$39K ﹤0.01%
164
-30
557
$38.8K ﹤0.01%
591
558
$38.6K ﹤0.01%
260
-6
559
$37.6K ﹤0.01%
375
560
$37.6K ﹤0.01%
7,587
+30
561
$37.5K ﹤0.01%
320
562
$36.7K ﹤0.01%
1,724
+14
563
$36.5K ﹤0.01%
1,000
564
$36.4K ﹤0.01%
1,091
565
$35.6K ﹤0.01%
596
566
$35.4K ﹤0.01%
1,750
567
$33.6K ﹤0.01%
381
568
$32.7K ﹤0.01%
14
569
$32.5K ﹤0.01%
2,217
-23
570
$32.5K ﹤0.01%
5,344
571
$32.4K ﹤0.01%
432
572
$31.3K ﹤0.01%
1,000
573
$31.1K ﹤0.01%
465
+1
574
$30.5K ﹤0.01%
39
575
$30.4K ﹤0.01%
361
21 22
23
24 25