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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
$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
601
$25.7K ﹤0.01%
50
602
$25.5K ﹤0.01%
353
603
$25.2K ﹤0.01%
518
604
$25K ﹤0.01%
151
605
$24.3K ﹤0.01%
1,000
606
$24.2K ﹤0.01%
915
607
$24.2K ﹤0.01%
257
608
$24K ﹤0.01%
1,230
+27
609
$23.6K ﹤0.01%
1,200
610
$23.6K ﹤0.01%
1,220
611
$23.6K ﹤0.01%
213
612
$23.4K ﹤0.01%
549
+2
613
$23.3K ﹤0.01%
1,123
+20
614
$23.1K ﹤0.01%
228
615
$23K ﹤0.01%
300
616
$22.6K ﹤0.01%
350
617
$22.1K ﹤0.01%
623
+8
618
$21.9K ﹤0.01%
120
619
$21.8K ﹤0.01%
509
620
$21.8K ﹤0.01%
185
-1
621
$21.7K ﹤0.01%
45
622
$21.7K ﹤0.01%
+559
623
$20.9K ﹤0.01%
202
624
$20.9K ﹤0.01%
518
625
$20.9K ﹤0.01%
320