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
676
$13K ﹤0.01%
+151
677
$13K ﹤0.01%
+917
678
$13K ﹤0.01%
+319
679
$13K ﹤0.01%
+55
680
$12K ﹤0.01%
+441
681
$12K ﹤0.01%
+415
682
$12K ﹤0.01%
+70
683
$12K ﹤0.01%
+150
684
$12K ﹤0.01%
+97
685
$12K ﹤0.01%
+212
686
$12K ﹤0.01%
+205
687
$12K ﹤0.01%
+200
688
$12K ﹤0.01%
+198
689
$12K ﹤0.01%
+500
690
$12K ﹤0.01%
+73
691
$12K ﹤0.01%
+430
692
$12K ﹤0.01%
+251
693
$12K ﹤0.01%
+65
694
$12K ﹤0.01%
+104
695
$12K ﹤0.01%
+300
696
$12K ﹤0.01%
+454
697
$12K ﹤0.01%
+43
698
$11K ﹤0.01%
+248
699
$11K ﹤0.01%
+195
700
$11K ﹤0.01%
+602
26 27
28
29 30