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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
$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
601
$21K ﹤0.01%
+915
602
$21K ﹤0.01%
+304
603
$21K ﹤0.01%
+114
604
$21K ﹤0.01%
+517
605
$20K ﹤0.01%
+300
606
$20K ﹤0.01%
+111
607
$20K ﹤0.01%
+84
608
$20K ﹤0.01%
+853
609
$20K ﹤0.01%
+374
610
$20K ﹤0.01%
+200
611
$20K ﹤0.01%
+300
612
$20K ﹤0.01%
+122
613
$19K ﹤0.01%
+861
614
$19K ﹤0.01%
+185
615
$19K ﹤0.01%
+161
616
$19K ﹤0.01%
+211
617
$19K ﹤0.01%
+283
618
$19K ﹤0.01%
+629
619
$19K ﹤0.01%
+698
620
$19K ﹤0.01%
+145
621
$19K ﹤0.01%
+542
622
$19K ﹤0.01%
+143
623
$19K ﹤0.01%
+350
624
$19K ﹤0.01%
+95
625
$18K ﹤0.01%
+60
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