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
901
$2K ﹤0.01%
+15
902
$2K ﹤0.01%
+23
903
$2K ﹤0.01%
+14
904
$2K ﹤0.01%
+150
905
$2K ﹤0.01%
+150
906
$2K ﹤0.01%
+120
907
$1K ﹤0.01%
+14
908
$1K ﹤0.01%
+18
909
$1K ﹤0.01%
+100
910
$1K ﹤0.01%
+20
911
$1K ﹤0.01%
+35
912
$1K ﹤0.01%
+30
913
$1K ﹤0.01%
+20
914
$1K ﹤0.01%
+20
915
$1K ﹤0.01%
+5
916
$1K ﹤0.01%
+47
917
$1K ﹤0.01%
+20
918
$1K ﹤0.01%
+23
919
$1K ﹤0.01%
+25
920
$1K ﹤0.01%
+15
921
$1K ﹤0.01%
+50
922
$1K ﹤0.01%
+13
923
$1K ﹤0.01%
+10
924
$1K ﹤0.01%
+6
925
$1K ﹤0.01%
+17
35 36
37
38 39