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
601
$21K ﹤0.01%
+915
602
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603
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604
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605
$20K ﹤0.01%
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606
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607
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608
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610
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611
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612
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$19K ﹤0.01%
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615
$19K ﹤0.01%
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616
$19K ﹤0.01%
+629
617
$19K ﹤0.01%
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618
$19K ﹤0.01%
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619
$19K ﹤0.01%
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620
$19K ﹤0.01%
+143
621
$19K ﹤0.01%
+350
622
$19K ﹤0.01%
+861
623
$19K ﹤0.01%
+185
624
$19K ﹤0.01%
+95
625
$18K ﹤0.01%
+60
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