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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
676
$13.9K ﹤0.01%
266
677
$13.8K ﹤0.01%
340
678
$13.5K ﹤0.01%
11
679
$13.4K ﹤0.01%
126
680
$13.3K ﹤0.01%
27
-1
681
$13.2K ﹤0.01%
66
682
$13.1K ﹤0.01%
223
683
$12.8K ﹤0.01%
148
684
$12.8K ﹤0.01%
666
-400
685
$12.5K ﹤0.01%
2,475
686
$12.4K ﹤0.01%
327
687
$12.3K ﹤0.01%
151
688
$12.1K ﹤0.01%
108
689
$11.9K ﹤0.01%
2,590
690
$11.8K ﹤0.01%
314
691
$11.6K ﹤0.01%
1,176
+13
692
$11.5K ﹤0.01%
917
693
$11.5K ﹤0.01%
1,250
694
$11.4K ﹤0.01%
1,000
695
$11.4K ﹤0.01%
326
+3
696
$11.4K ﹤0.01%
64
697
$11.4K ﹤0.01%
138
-83
698
$11.3K ﹤0.01%
92
699
$11.3K ﹤0.01%
750
700
$10.8K ﹤0.01%
+1,196
26 27
28
29 30