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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
801
$6K ﹤0.01%
+207
802
$6K ﹤0.01%
+56
803
$6K ﹤0.01%
+38
804
$6K ﹤0.01%
+150
805
$6K ﹤0.01%
+81
806
$6K ﹤0.01%
+104
807
$6K ﹤0.01%
+344
808
$6K ﹤0.01%
+130
809
$6K ﹤0.01%
+34
810
$6K ﹤0.01%
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811
$6K ﹤0.01%
+179
812
$6K ﹤0.01%
+127
813
$6K ﹤0.01%
+34
814
$6K ﹤0.01%
+31
815
$6K ﹤0.01%
+345
816
$6K ﹤0.01%
+592
817
$5K ﹤0.01%
+91
818
$5K ﹤0.01%
+30
819
$5K ﹤0.01%
+86
820
$5K ﹤0.01%
+202
821
$5K ﹤0.01%
+175
822
$5K ﹤0.01%
+67
823
$5K ﹤0.01%
+110
824
$5K ﹤0.01%
+274
825
$5K ﹤0.01%
+79
31 32
33
34 35