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
851
$2.32K ﹤0.01%
81
-185
852
$2.27K ﹤0.01%
73
+1
853
$2.23K ﹤0.01%
34
854
$2.08K ﹤0.01%
41
855
$2.04K ﹤0.01%
153
856
$1.9K ﹤0.01%
17
+8
857
$1.73K ﹤0.01%
9
858
$1.71K ﹤0.01%
350
859
$1.67K ﹤0.01%
185
860
$1.66K ﹤0.01%
344
861
$1.65K ﹤0.01%
97
862
$1.54K ﹤0.01%
20
863
$1.53K ﹤0.01%
8
864
$1.5K ﹤0.01%
100
865
$1.43K ﹤0.01%
250
866
$1.39K ﹤0.01%
55
-139
867
$1.37K ﹤0.01%
28
868
$1.37K ﹤0.01%
40
869
$1.35K ﹤0.01%
30
870
$1.34K ﹤0.01%
30
871
$1.34K ﹤0.01%
25
872
$1.31K ﹤0.01%
28
+7
873
$1.28K ﹤0.01%
21
874
$1.27K ﹤0.01%
175
875
$1.2K ﹤0.01%
4
33 34
35
36 37