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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
$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%
+762
752
$8K ﹤0.01%
+34
753
$8K ﹤0.01%
+61
754
$8K ﹤0.01%
+147
755
$8K ﹤0.01%
+100
756
$8K ﹤0.01%
+63
757
$8K ﹤0.01%
+48
758
$8K ﹤0.01%
+142
759
$8K ﹤0.01%
+15
760
$8K ﹤0.01%
+200
761
$8K ﹤0.01%
+66
762
$8K ﹤0.01%
+75
763
$8K ﹤0.01%
+50
764
$8K ﹤0.01%
+111
765
$8K ﹤0.01%
+141
766
$8K ﹤0.01%
+38
767
$8K ﹤0.01%
+128
768
$8K ﹤0.01%
+187
769
$8K ﹤0.01%
+1,115
770
$8K ﹤0.01%
+1,000
771
$8K ﹤0.01%
+970
772
$8K ﹤0.01%
+76
773
$8K ﹤0.01%
+166
774
$7K ﹤0.01%
+77
775
$7K ﹤0.01%
+34
29 30
31
32 33