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
376
$197K 0.01%
2,094
-345
377
$197K 0.01%
510
-77
378
$190K 0.01%
1,100
-43
379
$187K 0.01%
753
-169
380
$187K 0.01%
2,001
-442
381
$181K 0.01%
1,620
-1,170
382
$176K 0.01%
2,850
383
$166K 0.01%
1,827
-190
384
$163K 0.01%
854
385
$162K 0.01%
2,810
386
$160K 0.01%
3,200
387
$159K 0.01%
11,319
-1,725
388
$159K 0.01%
419
389
$159K 0.01%
1,089
390
$157K 0.01%
2,069
391
$155K 0.01%
2,410
+7
392
$155K 0.01%
4,588
+73
393
$154K 0.01%
1,024
-108
394
$153K 0.01%
1,205
395
$152K 0.01%
1,501
396
$150K 0.01%
1,359
397
$148K 0.01%
4,772
-705
398
$147K 0.01%
2,733
399
$145K 0.01%
808
400
$145K 0.01%
1,500
14 15
16
17 18