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
676
$14.3K ﹤0.01%
28
+1
677
$14.1K ﹤0.01%
500
-100
678
$14K ﹤0.01%
143
679
$14K ﹤0.01%
147
680
$13.9K ﹤0.01%
41
681
$13.9K ﹤0.01%
668
682
$13.8K ﹤0.01%
1,203
683
$13.7K ﹤0.01%
41
684
$13.7K ﹤0.01%
202
685
$13.5K ﹤0.01%
129
+52
686
$13.5K ﹤0.01%
340
687
$13.4K ﹤0.01%
1,073
-1
688
$13K ﹤0.01%
151
689
$12.9K ﹤0.01%
+11
690
$12.9K ﹤0.01%
101
691
$12.4K ﹤0.01%
327
692
$12.2K ﹤0.01%
55
693
$12.2K ﹤0.01%
45
694
$11.9K ﹤0.01%
145
695
$11.8K ﹤0.01%
+1,250
696
$11.7K ﹤0.01%
66
697
$11.4K ﹤0.01%
223
698
$11.3K ﹤0.01%
259
+1
699
$11.2K ﹤0.01%
92
700
$11.1K ﹤0.01%
103
26 27
28
29 30