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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
$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%
+150
902
$2K ﹤0.01%
+120
903
$2K ﹤0.01%
+35
904
$2K ﹤0.01%
+100
905
$2K ﹤0.01%
+100
906
$2K ﹤0.01%
+72
907
$1K ﹤0.01%
+20
908
$1K ﹤0.01%
+23
909
$1K ﹤0.01%
+358
910
$1K ﹤0.01%
+14
911
$1K ﹤0.01%
+18
912
$1K ﹤0.01%
+100
913
$1K ﹤0.01%
+20
914
$1K ﹤0.01%
+35
915
$1K ﹤0.01%
+55
916
$1K ﹤0.01%
+30
917
$1K ﹤0.01%
+20
918
$1K ﹤0.01%
+20
919
$1K ﹤0.01%
+5
920
$1K ﹤0.01%
+47
921
$1K ﹤0.01%
+25
922
$1K ﹤0.01%
+15
923
$1K ﹤0.01%
+50
924
$1K ﹤0.01%
+13
925
$1K ﹤0.01%
+10
35 36
37
38 39