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
651
$15K ﹤0.01%
+110
652
$15K ﹤0.01%
+407
653
$15K ﹤0.01%
+383
654
$15K ﹤0.01%
+50
655
$14K ﹤0.01%
+864
656
$14K ﹤0.01%
+319
657
$14K ﹤0.01%
+308
658
$14K ﹤0.01%
+702
659
$14K ﹤0.01%
+456
660
$14K ﹤0.01%
+193
661
$14K ﹤0.01%
+390
662
$14K ﹤0.01%
+1,010
663
$14K ﹤0.01%
+1,449
664
$14K ﹤0.01%
+20
665
$14K ﹤0.01%
+366
666
$14K ﹤0.01%
+960
667
$14K ﹤0.01%
+25
668
$13K ﹤0.01%
+141
669
$13K ﹤0.01%
+440
670
$13K ﹤0.01%
+20
671
$13K ﹤0.01%
+194
672
$13K ﹤0.01%
+500
673
$13K ﹤0.01%
+54
674
$13K ﹤0.01%
+188
675
$13K ﹤0.01%
+50
25 26
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