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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
726
$8.98K ﹤0.01%
6
727
$8.89K ﹤0.01%
153
728
$8.86K ﹤0.01%
+344
729
$8.81K ﹤0.01%
231
730
$8.16K ﹤0.01%
189
731
$8.15K ﹤0.01%
+93
732
$8.13K ﹤0.01%
451
733
$8.1K ﹤0.01%
103
734
$8.05K ﹤0.01%
287
735
$8.03K ﹤0.01%
+350
736
$7.93K ﹤0.01%
+433
737
$7.91K ﹤0.01%
300
738
$7.83K ﹤0.01%
102
+1
739
$7.69K ﹤0.01%
54
740
$7.64K ﹤0.01%
497
741
$7.62K ﹤0.01%
630
-700
742
$7.51K ﹤0.01%
250
743
$7.48K ﹤0.01%
50
744
$7.44K ﹤0.01%
145
745
$7.42K ﹤0.01%
22
746
$7.42K ﹤0.01%
130
-302
747
$7.41K ﹤0.01%
6
748
$7.3K ﹤0.01%
+91
749
$7.15K ﹤0.01%
12
750
$6.98K ﹤0.01%
300
28 29
30
31 32