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
776
$5.1K ﹤0.01%
192
777
$5.02K ﹤0.01%
100
778
$5.01K ﹤0.01%
180
779
$4.96K ﹤0.01%
87
780
$4.94K ﹤0.01%
95
781
$4.93K ﹤0.01%
20
+4
782
$4.91K ﹤0.01%
41
-100
783
$4.9K ﹤0.01%
108
784
$4.86K ﹤0.01%
48
785
$4.85K ﹤0.01%
165
786
$4.82K ﹤0.01%
103
787
$4.8K ﹤0.01%
87
+37
788
$4.79K ﹤0.01%
85
789
$4.72K ﹤0.01%
24
+3
790
$4.72K ﹤0.01%
306
+11
791
$4.72K ﹤0.01%
200
-302
792
$4.71K ﹤0.01%
322
+9
793
$4.67K ﹤0.01%
110
794
$4.66K ﹤0.01%
127
795
$4.61K ﹤0.01%
+50
796
$4.59K ﹤0.01%
83
797
$4.56K ﹤0.01%
234
798
$4.51K ﹤0.01%
127
799
$4.5K ﹤0.01%
107
800
$4.5K ﹤0.01%
41
30 31
32
33 34