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
751
$8K ﹤0.01%
+100
752
$8K ﹤0.01%
+63
753
$8K ﹤0.01%
+48
754
$8K ﹤0.01%
+142
755
$8K ﹤0.01%
+15
756
$8K ﹤0.01%
+200
757
$8K ﹤0.01%
+66
758
$8K ﹤0.01%
+75
759
$8K ﹤0.01%
+50
760
$8K ﹤0.01%
+111
761
$8K ﹤0.01%
+141
762
$8K ﹤0.01%
+38
763
$8K ﹤0.01%
+128
764
$8K ﹤0.01%
+169
765
$8K ﹤0.01%
+762
766
$8K ﹤0.01%
+34
767
$8K ﹤0.01%
+187
768
$8K ﹤0.01%
+1,115
769
$8K ﹤0.01%
+1,000
770
$8K ﹤0.01%
+970
771
$8K ﹤0.01%
+76
772
$8K ﹤0.01%
+166
773
$8K ﹤0.01%
+61
774
$7K ﹤0.01%
+77
775
$7K ﹤0.01%
+34
29 30
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