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
$2.26B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$4.43M
3 +$1.87M
4
CME icon
CME Group
CME
+$1.17M
5
ROK icon
Rockwell Automation
ROK
+$1.14M

Top Sells

1 +$4.49M
2 +$3.79M
3 +$3.58M
4
GNTX icon
Gentex
GNTX
+$3.27M
5
COLM icon
Columbia Sportswear
COLM
+$2.09M

Sector Composition

1 Technology 20.88%
2 Industrials 15.15%
3 Financials 13.95%
4 Healthcare 7.86%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$20.1K ﹤0.01%
615
+200
627
$20.1K ﹤0.01%
+950
628
$19.8K ﹤0.01%
518
629
$19.6K ﹤0.01%
2,330
+62
630
$19.4K ﹤0.01%
518
631
$19.4K ﹤0.01%
+2,590
632
$19.3K ﹤0.01%
+350
633
$18.7K ﹤0.01%
200
634
$18.7K ﹤0.01%
1,066
635
$18.6K ﹤0.01%
550
636
$18.4K ﹤0.01%
93
-31
637
$18.3K ﹤0.01%
+440
638
$18.3K ﹤0.01%
1,000
639
$18.1K ﹤0.01%
182
-1
640
$18K ﹤0.01%
93
641
$18K ﹤0.01%
74
642
$17.9K ﹤0.01%
298
643
$17.8K ﹤0.01%
210
644
$17.8K ﹤0.01%
285
645
$17.8K ﹤0.01%
221
+65
646
$17.7K ﹤0.01%
3,285
647
$17.7K ﹤0.01%
3,679
648
$17.5K ﹤0.01%
320
649
$17.5K ﹤0.01%
158
650
$17.5K ﹤0.01%
289