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
826
$3.48K ﹤0.01%
60
827
$3.43K ﹤0.01%
132
828
$3.42K ﹤0.01%
37
-18
829
$3.38K ﹤0.01%
189
830
$3.37K ﹤0.01%
100
831
$3.36K ﹤0.01%
375
832
$3.34K ﹤0.01%
25
833
$3.3K ﹤0.01%
50
-248
834
$3.26K ﹤0.01%
103
835
$3.21K ﹤0.01%
68
836
$3.17K ﹤0.01%
44
837
$3.1K ﹤0.01%
+24
838
$2.96K ﹤0.01%
72
839
$2.95K ﹤0.01%
+33
840
$2.91K ﹤0.01%
20
841
$2.91K ﹤0.01%
22
842
$2.9K ﹤0.01%
550
843
$2.69K ﹤0.01%
133
-101
844
$2.66K ﹤0.01%
79
845
$2.65K ﹤0.01%
200
846
$2.61K ﹤0.01%
25
847
$2.6K ﹤0.01%
55
-34
848
$2.49K ﹤0.01%
81
849
$2.41K ﹤0.01%
25
850
$2.36K ﹤0.01%
241
32 33
34
35 36