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
851
$3K ﹤0.01%
+100
852
$3K ﹤0.01%
+117
853
$3K ﹤0.01%
+59
854
$3K ﹤0.01%
+77
855
$3K ﹤0.01%
+60
856
$3K ﹤0.01%
+10
857
$3K ﹤0.01%
+35
858
$3K ﹤0.01%
+53
859
$3K ﹤0.01%
+138
860
$3K ﹤0.01%
+10
861
$3K ﹤0.01%
+550
862
$3K ﹤0.01%
+100
863
$3K ﹤0.01%
+55
864
$3K ﹤0.01%
+170
865
$3K ﹤0.01%
+1,170
866
$3K ﹤0.01%
+500
867
$3K ﹤0.01%
+61
868
$3K ﹤0.01%
+30
869
$3K ﹤0.01%
+575
870
$3K ﹤0.01%
+75
871
$3K ﹤0.01%
+22
872
$3K ﹤0.01%
+40
873
$3K ﹤0.01%
+62
874
$3K ﹤0.01%
+132
875
$3K ﹤0.01%
+44
33 34
35
36 37