GIA

GHP Investment Advisors Portfolio holdings

AUM $2.38B
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
-$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$1.6M
3
+$1.18M
4
BR icon
Broadridge
BR
+$952K
5
RJF icon
Raymond James Financial
RJF
+$907K

Top Sells

1
+$16.5M
2
+$4.18M
3
+$2.38M
4
STZ icon
Constellation Brands
STZ
+$1.9M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$923K

Sector Composition

1 Technology 19.82%
2 Industrials 14.89%
3 Financials 13.98%
4 Healthcare 8.63%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.88M 0.09%
10,906
-139
227
$1.88M 0.09%
44,459
-2,309
228
$1.87M 0.09%
19,965
-1,268
229
$1.83M 0.09%
44,433
+700
230
$1.8M 0.09%
27,562
-1,536
231
$1.76M 0.08%
26,600
-62
232
$1.71M 0.08%
19,501
+1,831
233
$1.71M 0.08%
4,463
234
$1.68M 0.08%
14,523
-2,192
235
$1.64M 0.08%
90,712
-5,074
236
$1.6M 0.08%
7,015
237
$1.6M 0.08%
+2
238
$1.56M 0.08%
15,034
-41
239
$1.53M 0.07%
3,270
+37
240
$1.51M 0.07%
9,585
-771
241
$1.5M 0.07%
26,402
+5,980
242
$1.49M 0.07%
15,868
-745
243
$1.46M 0.07%
11,521
+3,851
244
$1.43M 0.07%
14,991
+2,998
245
$1.43M 0.07%
1,728
-108
246
$1.42M 0.07%
105,701
+2,205
247
$1.39M 0.07%
12,389
+1,035
248
$1.34M 0.06%
18,631
+553
249
$1.28M 0.06%
39,877
+1,157
250
$1.27M 0.06%
6,661
+206
8 9
10
11 12