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
$1.85B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.03M
3
+$1.91M
4
PRGS icon
Progress Software
PRGS
+$1.78M
5
MBB icon
iShares MBS ETF
MBB
+$1.75M

Top Sells

1
+$1.89M
2
+$1.77M
3
+$1.56M
4
FICO icon
Fair Isaac
FICO
+$1.31M
5
STT icon
State Street
STT
+$1.2M

Sector Composition

1 Technology 21.24%
2 Industrials 15.85%
3 Financials 10.73%
4 Healthcare 8.38%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$263K 0.01%
2,359
+2
352
$262K 0.01%
14,194
-1,881
353
$259K 0.01%
4,379
+1
354
$257K 0.01%
1,875
355
$249K 0.01%
5,713
-200
356
$247K 0.01%
1,451
357
$246K 0.01%
4,717
-328
358
$243K 0.01%
607
-51
359
$242K 0.01%
443
360
$237K 0.01%
3,068
-144
361
$235K 0.01%
2,960
-85
362
$232K 0.01%
886
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363
$232K 0.01%
7,184
+1
364
$232K 0.01%
12,600
-600
365
$231K 0.01%
2,485
-141
366
$229K 0.01%
5,000
-100
367
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8,040
-1,491
368
$226K 0.01%
1,014
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369
$225K 0.01%
2,073
-142
370
$217K 0.01%
1,656
+14
371
$213K 0.01%
3,159
+143
372
$211K 0.01%
1,815
+7
373
$209K 0.01%
923
-68
374
$203K 0.01%
3,281
-502
375
$199K 0.01%
9,215
13 14
15
16 17