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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
701
$10.8K ﹤0.01%
41
702
$10.4K ﹤0.01%
164
703
$10.3K ﹤0.01%
+544
704
$10.3K ﹤0.01%
79
705
$10.3K ﹤0.01%
750
706
$10.2K ﹤0.01%
41
707
$10.2K ﹤0.01%
122
708
$10.1K ﹤0.01%
1,229
709
$10.1K ﹤0.01%
456
+223
710
$10K ﹤0.01%
119
711
$9.98K ﹤0.01%
705
+6
712
$9.97K ﹤0.01%
668
713
$9.93K ﹤0.01%
+367
714
$9.79K ﹤0.01%
159
-222
715
$9.61K ﹤0.01%
103
716
$9.54K ﹤0.01%
57
-2
717
$9.36K ﹤0.01%
114
+1
718
$9.26K ﹤0.01%
200
719
$9.26K ﹤0.01%
102
720
$9.23K ﹤0.01%
200
721
$9.16K ﹤0.01%
200
722
$9.1K ﹤0.01%
845
723
$9.06K ﹤0.01%
143
724
$9.05K ﹤0.01%
213
725
$9.04K ﹤0.01%
+342