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
876
$1.15K ﹤0.01%
45
877
$1.15K ﹤0.01%
35
878
$1.1K ﹤0.01%
+57
879
$1.09K ﹤0.01%
+137
880
$1.09K ﹤0.01%
28
+1
881
$1.07K ﹤0.01%
100
882
$1.05K ﹤0.01%
+28
883
$1.03K ﹤0.01%
40
-179
884
$1.02K ﹤0.01%
53
885
$1.01K ﹤0.01%
14
886
$1.01K ﹤0.01%
8
887
$988 ﹤0.01%
+18
888
$972 ﹤0.01%
27
+12
889
$867 ﹤0.01%
45
890
$864 ﹤0.01%
29
-100
891
$857 ﹤0.01%
9
892
$847 ﹤0.01%
+262
893
$810 ﹤0.01%
17
894
$797 ﹤0.01%
22
895
$765 ﹤0.01%
25
896
$746 ﹤0.01%
20
897
$745 ﹤0.01%
19
898
$729 ﹤0.01%
+6
899
$702 ﹤0.01%
5
900
$679 ﹤0.01%
+5
34 35
36
37 38