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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
651
$16.6K ﹤0.01%
200
652
$16.6K ﹤0.01%
1,300
653
$16.6K ﹤0.01%
471
654
$16.4K ﹤0.01%
38
655
$16.3K ﹤0.01%
895
656
$16.1K ﹤0.01%
75
657
$16.1K ﹤0.01%
2
658
$16K ﹤0.01%
1,073
659
$16K ﹤0.01%
318
660
$15.6K ﹤0.01%
300
661
$15.6K ﹤0.01%
101
662
$15.6K ﹤0.01%
66
663
$15.5K ﹤0.01%
347
-368
664
$15.2K ﹤0.01%
45
665
$15.1K ﹤0.01%
+21
666
$15K ﹤0.01%
202
667
$14.6K ﹤0.01%
372
+5
668
$14.5K ﹤0.01%
72
-4
669
$14.5K ﹤0.01%
500
670
$14.4K ﹤0.01%
41
671
$14.2K ﹤0.01%
129
672
$14.2K ﹤0.01%
306
-76
673
$14K ﹤0.01%
261
+2
674
$14K ﹤0.01%
147
675
$14K ﹤0.01%
493
+2
25 26
27
28 29