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
251
$1.26M 0.06%
6,036
+79
252
$1.26M 0.06%
11,340
-81
253
$1.26M 0.06%
17,615
-137
254
$1.25M 0.06%
9,020
-1,293
255
$1.23M 0.06%
42,584
+211
256
$1.23M 0.06%
30,895
-2
257
$1.22M 0.06%
6,614
258
$1.14M 0.05%
6,760
259
$1.12M 0.05%
10,947
-284
260
$1.11M 0.05%
17,034
-166
261
$1.09M 0.05%
7,060
+1,180
262
$1.05M 0.05%
40,084
+556
263
$1.02M 0.05%
5,472
-72
264
$1.02M 0.05%
272,819
+19,037
265
$1.01M 0.05%
43,234
+900
266
$1.01M 0.05%
3,167
+1
267
$960K 0.05%
4,536
268
$907K 0.04%
+6,532
269
$897K 0.04%
5,401
270
$861K 0.04%
11,075
+3,467
271
$860K 0.04%
5,357
-47
272
$854K 0.04%
1,526
-8
273
$843K 0.04%
6,909
+57
274
$815K 0.04%
11,379
+129
275
$802K 0.04%
2,566
+55
9 10
11
12 13