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
701
$11K ﹤0.01%
+26
702
$11K ﹤0.01%
+100
703
$11K ﹤0.01%
+137
704
$11K ﹤0.01%
+25
705
$11K ﹤0.01%
+219
706
$11K ﹤0.01%
+653
707
$11K ﹤0.01%
+148
708
$11K ﹤0.01%
+244
709
$10K ﹤0.01%
+21
710
$10K ﹤0.01%
+387
711
$10K ﹤0.01%
+72
712
$10K ﹤0.01%
+1,320
713
$10K ﹤0.01%
+221
714
$10K ﹤0.01%
+1,200
715
$10K ﹤0.01%
+800
716
$10K ﹤0.01%
+95
717
$10K ﹤0.01%
+66
718
$10K ﹤0.01%
+215
719
$10K ﹤0.01%
+245
720
$10K ﹤0.01%
+133
721
$10K ﹤0.01%
+250
722
$10K ﹤0.01%
+110
723
$10K ﹤0.01%
+114
724
$10K ﹤0.01%
+187
725
$10K ﹤0.01%
+45
27 28
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