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
276
$789K 0.04%
7,276
+11
277
$782K 0.04%
50,884
+18,819
278
$765K 0.04%
2,783
-614
279
$759K 0.04%
17,544
-1,257
280
$754K 0.04%
2,287
+85
281
$737K 0.04%
56,751
+8,200
282
$706K 0.03%
28,365
+14,518
283
$687K 0.03%
17,376
+49
284
$646K 0.03%
1,263
+1
285
$642K 0.03%
18,016
+5,688
286
$636K 0.03%
2,488
+16
287
$624K 0.03%
7,751
-3,484
288
$606K 0.03%
6,961
289
$598K 0.03%
2,610
290
$597K 0.03%
11,530
-347
291
$568K 0.03%
3,592
-551
292
$564K 0.03%
20,828
293
$561K 0.03%
5,049
294
$555K 0.03%
5,659
-67
295
$554K 0.03%
68,107
+33,765
296
$554K 0.03%
+2,105
297
$548K 0.03%
24,830
-1,464
298
$540K 0.03%
1,285
299
$529K 0.03%
8,979
-105
300
$522K 0.03%
3,117
-240
10 11
12
13 14