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
726
$9.01K ﹤0.01%
113
727
$8.97K ﹤0.01%
+41
728
$8.74K ﹤0.01%
79
729
$8.62K ﹤0.01%
172
-73
730
$8.47K ﹤0.01%
300
731
$8.22K ﹤0.01%
231
732
$8.2K ﹤0.01%
+200
733
$8.19K ﹤0.01%
213
734
$8.15K ﹤0.01%
+50
735
$8.15K ﹤0.01%
+513
736
$8.04K ﹤0.01%
+266
737
$7.93K ﹤0.01%
+376
738
$7.9K ﹤0.01%
266
739
$7.89K ﹤0.01%
102
740
$7.86K ﹤0.01%
50
741
$7.79K ﹤0.01%
+155
742
$7.75K ﹤0.01%
287
743
$7.71K ﹤0.01%
22
+17
744
$7.51K ﹤0.01%
101
+1
745
$7.32K ﹤0.01%
314
746
$7.27K ﹤0.01%
59
747
$7.26K ﹤0.01%
+189
748
$7.25K ﹤0.01%
54
749
$7.24K ﹤0.01%
13
750
$7.15K ﹤0.01%
451
28 29
30
31 32