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
401
$140K 0.01%
3,195
+4
402
$139K 0.01%
1,249
-252
403
$130K 0.01%
2,016
-1,000
404
$130K 0.01%
3,925
405
$122K 0.01%
2,956
-184
406
$122K 0.01%
154
-56
407
$121K 0.01%
5,342
-430
408
$119K 0.01%
775
409
$118K 0.01%
1,427
+256
410
$116K 0.01%
1,187
+80
411
$115K 0.01%
817
-86
412
$115K 0.01%
452
413
$112K 0.01%
2,149
414
$111K 0.01%
1,223
415
$109K 0.01%
4,108
+4
416
$109K 0.01%
1,000
-112
417
$107K 0.01%
694
+3
418
$106K 0.01%
1,500
419
$103K ﹤0.01%
305
-139
420
$102K ﹤0.01%
3,420
421
$101K ﹤0.01%
1,599
-66,402
422
$101K ﹤0.01%
330
-71
423
$101K ﹤0.01%
1,213
+7
424
$100K ﹤0.01%
1,072
425
$99.9K ﹤0.01%
184
15 16
17
18 19