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
$2.26B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.43M
3
+$1.87M
4
CME icon
CME Group
CME
+$1.17M
5
ROK icon
Rockwell Automation
ROK
+$1.14M

Top Sells

1
+$4.49M
2
+$3.79M
3
+$3.58M
4
GNTX icon
Gentex
GNTX
+$3.27M
5
COLM icon
Columbia Sportswear
COLM
+$2.09M

Sector Composition

1 Technology 20.88%
2 Industrials 15.15%
3 Financials 13.95%
4 Healthcare 7.86%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2.41K ﹤0.01%
81
852
$2.32K ﹤0.01%
22
853
$2.31K ﹤0.01%
72
854
$2.25K ﹤0.01%
79
855
$2.21K ﹤0.01%
241
856
$2.2K ﹤0.01%
189
857
$2.15K ﹤0.01%
34
858
$2.15K ﹤0.01%
200
859
$2.05K ﹤0.01%
+153
860
$2.01K ﹤0.01%
28
861
$1.99K ﹤0.01%
25
-20
862
$1.96K ﹤0.01%
41
863
$1.77K ﹤0.01%
+350
864
$1.55K ﹤0.01%
9
865
$1.53K ﹤0.01%
129
866
$1.49K ﹤0.01%
97
867
$1.41K ﹤0.01%
100
868
$1.4K ﹤0.01%
20
869
$1.38K ﹤0.01%
8
870
$1.36K ﹤0.01%
9
871
$1.32K ﹤0.01%
30
872
$1.28K ﹤0.01%
185
873
$1.27K ﹤0.01%
30
874
$1.26K ﹤0.01%
+100
875
$1.26K ﹤0.01%
4
33 34
35
36 37