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
776
$5.42K ﹤0.01%
95
777
$5.41K ﹤0.01%
108
778
$5.36K ﹤0.01%
127
779
$5.27K ﹤0.01%
50
780
$5.26K ﹤0.01%
214
781
$5.11K ﹤0.01%
180
782
$5.06K ﹤0.01%
107
783
$5.05K ﹤0.01%
51
784
$4.96K ﹤0.01%
41
785
$4.93K ﹤0.01%
200
786
$4.91K ﹤0.01%
110
787
$4.91K ﹤0.01%
87
788
$4.89K ﹤0.01%
92
789
$4.82K ﹤0.01%
24
790
$4.81K ﹤0.01%
+143
791
$4.81K ﹤0.01%
85
792
$4.79K ﹤0.01%
500
793
$4.77K ﹤0.01%
103
794
$4.76K ﹤0.01%
148
795
$4.76K ﹤0.01%
316
+10
796
$4.67K ﹤0.01%
165
797
$4.66K ﹤0.01%
+493
798
$4.6K ﹤0.01%
41
799
$4.59K ﹤0.01%
41
800
$4.56K ﹤0.01%
60
30 31
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