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
376
$201K 0.01%
1,998
-1,578
377
$201K 0.01%
774
-143
378
$197K 0.01%
3,188
+225
379
$192K 0.01%
1,166
+1,101
380
$189K 0.01%
815
-59
381
$189K 0.01%
854
-63
382
$188K 0.01%
1,359
383
$187K 0.01%
689
-5
384
$185K 0.01%
4,926
385
$182K 0.01%
2,670
-1,702
386
$181K 0.01%
2,850
387
$174K 0.01%
503
+3
388
$173K 0.01%
600
389
$169K 0.01%
26,171
390
$166K 0.01%
4,370
391
$161K 0.01%
2,449
+8
392
$157K 0.01%
1,205
393
$155K 0.01%
3,200
394
$153K 0.01%
2,550
+11
395
$152K 0.01%
2,390
-71
396
$150K 0.01%
868
397
$148K 0.01%
758
-33
398
$147K 0.01%
773
399
$147K 0.01%
4,360
400
$146K 0.01%
812
+2
14 15
16
17 18