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
351
$244K 0.01%
1,188
+9
352
$244K 0.01%
414
353
$241K 0.01%
799
-200
354
$241K 0.01%
1,723
-44
355
$236K 0.01%
884
+5
356
$231K 0.01%
9,215
357
$230K 0.01%
12,600
358
$230K 0.01%
1,148
-127
359
$230K 0.01%
7,568
-252
360
$228K 0.01%
1,452
-1,601
361
$227K 0.01%
2,063
362
$226K 0.01%
1,797
-89
363
$226K 0.01%
2,821
364
$225K 0.01%
1,322
-25
365
$223K 0.01%
6,526
+769
366
$219K 0.01%
1,281
+5
367
$218K 0.01%
1,866
368
$214K 0.01%
863
-100
369
$214K 0.01%
1,347
-190
370
$213K 0.01%
1,924
371
$212K 0.01%
792
+1
372
$205K 0.01%
424
+3
373
$204K 0.01%
5,603
374
$204K 0.01%
2,877
-37
375
$204K 0.01%
732
13 14
15
16 17