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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
751
$6.93K ﹤0.01%
661
752
$6.86K ﹤0.01%
131
-44
753
$6.65K ﹤0.01%
269
+3
754
$6.63K ﹤0.01%
48
755
$6.59K ﹤0.01%
66
+19
756
$6.51K ﹤0.01%
190
757
$6.34K ﹤0.01%
195
758
$6.27K ﹤0.01%
75
759
$6.22K ﹤0.01%
+125
760
$6.21K ﹤0.01%
1,170
761
$6.15K ﹤0.01%
177
762
$6.08K ﹤0.01%
13
763
$6.04K ﹤0.01%
428
764
$5.99K ﹤0.01%
+158
765
$5.98K ﹤0.01%
300
766
$5.92K ﹤0.01%
65
767
$5.78K ﹤0.01%
+284
768
$5.74K ﹤0.01%
100
769
$5.72K ﹤0.01%
105
770
$5.68K ﹤0.01%
100
771
$5.66K ﹤0.01%
84
772
$5.58K ﹤0.01%
39
+37
773
$5.58K ﹤0.01%
200
774
$5.49K ﹤0.01%
+468
775
$5.44K ﹤0.01%
20
29 30
31
32 33