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
576
$30.3K ﹤0.01%
88
577
$30.1K ﹤0.01%
451
+1
578
$30.1K ﹤0.01%
1,525
579
$29.8K ﹤0.01%
680
+2
580
$29.7K ﹤0.01%
201
581
$29.6K ﹤0.01%
120
582
$29.5K ﹤0.01%
859
+4
583
$29.3K ﹤0.01%
405
+2
584
$29.3K ﹤0.01%
6,000
585
$29.2K ﹤0.01%
511
+2
586
$28.8K ﹤0.01%
+218
587
$28.6K ﹤0.01%
531
+1
588
$28.6K ﹤0.01%
400
589
$28.2K ﹤0.01%
124
-3
590
$28.2K ﹤0.01%
200
591
$28K ﹤0.01%
955
592
$28K ﹤0.01%
108
593
$26.9K ﹤0.01%
379
594
$26.7K ﹤0.01%
28
595
$26.5K ﹤0.01%
827
+42
596
$26.4K ﹤0.01%
400
597
$26.2K ﹤0.01%
446
598
$26.1K ﹤0.01%
85
599
$25.9K ﹤0.01%
2,400
600
$25.7K ﹤0.01%
6