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
401
$143K 0.01%
1,276
-93
402
$142K 0.01%
589
-75
403
$141K 0.01%
790
404
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4,360
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$138K 0.01%
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-328
406
$135K 0.01%
500
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407
$134K 0.01%
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408
$133K 0.01%
650
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409
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410
$130K 0.01%
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411
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9,321
412
$128K 0.01%
3,323
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413
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525
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414
$127K 0.01%
868
415
$127K 0.01%
634
416
$126K 0.01%
3,125
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417
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4,800
418
$124K 0.01%
2,149
419
$121K 0.01%
785
420
$119K 0.01%
9,758
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421
$117K 0.01%
2,248
422
$113K 0.01%
290
-12
423
$112K 0.01%
3,925
424
$111K 0.01%
963
-86
425
$107K 0.01%
919
+345
15 16
17
18 19