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
726
$10K ﹤0.01%
+250
727
$10K ﹤0.01%
+213
728
$10K ﹤0.01%
+75
729
$10K ﹤0.01%
+200
730
$10K ﹤0.01%
+225
731
$10K ﹤0.01%
+270
732
$9K ﹤0.01%
+61
733
$9K ﹤0.01%
+46
734
$9K ﹤0.01%
+84
735
$9K ﹤0.01%
+75
736
$9K ﹤0.01%
+257
737
$9K ﹤0.01%
+117
738
$9K ﹤0.01%
+154
739
$9K ﹤0.01%
+121
740
$9K ﹤0.01%
+128
741
$9K ﹤0.01%
+342
742
$9K ﹤0.01%
+75
743
$9K ﹤0.01%
+61
744
$9K ﹤0.01%
+194
745
$9K ﹤0.01%
+454
746
$9K ﹤0.01%
+415
747
$9K ﹤0.01%
+267
748
$9K ﹤0.01%
+204
749
$8K ﹤0.01%
+125
750
$8K ﹤0.01%
+147
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