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
$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
826
$5K ﹤0.01%
+100
827
$5K ﹤0.01%
+15
828
$5K ﹤0.01%
+75
829
$5K ﹤0.01%
+252
830
$5K ﹤0.01%
+448
831
$5K ﹤0.01%
+47
832
$5K ﹤0.01%
+337
833
$4K ﹤0.01%
+29
834
$4K ﹤0.01%
+149
835
$4K ﹤0.01%
+72
836
$4K ﹤0.01%
+49
837
$4K ﹤0.01%
+204
838
$4K ﹤0.01%
+100
839
$4K ﹤0.01%
+25
840
$4K ﹤0.01%
+341
841
$4K ﹤0.01%
+10
842
$4K ﹤0.01%
+58
843
$4K ﹤0.01%
+52
844
$4K ﹤0.01%
+110
845
$4K ﹤0.01%
+72
846
$4K ﹤0.01%
+155
847
$3K ﹤0.01%
+140
848
$3K ﹤0.01%
+16
849
$3K ﹤0.01%
+119
850
$3K ﹤0.01%
+125
32 33
34
35 36