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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
626
$20.6K ﹤0.01%
2,348
+63
627
$20.4K ﹤0.01%
550
628
$20.3K ﹤0.01%
174
-202
629
$20K ﹤0.01%
295
630
$19.9K ﹤0.01%
158
631
$19.6K ﹤0.01%
4,433
632
$19.6K ﹤0.01%
567
633
$19.5K ﹤0.01%
450
-525
634
$19.5K ﹤0.01%
289
635
$19.5K ﹤0.01%
400
636
$19.3K ﹤0.01%
+161
637
$19.3K ﹤0.01%
285
638
$19.2K ﹤0.01%
379
+3
639
$19K ﹤0.01%
2,382
+52
640
$18.9K ﹤0.01%
210
641
$18.8K ﹤0.01%
74
642
$18.7K ﹤0.01%
100
643
$18.6K ﹤0.01%
95
+2
644
$18.5K ﹤0.01%
1,137
645
$18.4K ﹤0.01%
93
646
$18K ﹤0.01%
32
647
$17.9K ﹤0.01%
100
648
$17.2K ﹤0.01%
3,285
649
$16.9K ﹤0.01%
355
650
$16.9K ﹤0.01%
200