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
426
$99.1K ﹤0.01%
671
427
$98.1K ﹤0.01%
2,750
428
$97.5K ﹤0.01%
2,013
429
$97.2K ﹤0.01%
925
-331
430
$95.2K ﹤0.01%
721
-19
431
$94.9K ﹤0.01%
4,724
+21
432
$93.8K ﹤0.01%
634
433
$93.7K ﹤0.01%
+17,008
434
$93.3K ﹤0.01%
2,726
+6
435
$92.2K ﹤0.01%
1,120
+6
436
$91.9K ﹤0.01%
275
+1
437
$91.3K ﹤0.01%
248
-34
438
$91.1K ﹤0.01%
875
439
$88K ﹤0.01%
1,477
440
$87.6K ﹤0.01%
1,173
+170
441
$87.5K ﹤0.01%
1,036
442
$86.6K ﹤0.01%
1,026
+62
443
$85.2K ﹤0.01%
+1,028
444
$84.3K ﹤0.01%
826
+806
445
$83.5K ﹤0.01%
876
+51
446
$83.4K ﹤0.01%
1,076
-252
447
$82.9K ﹤0.01%
+908
448
$82.5K ﹤0.01%
+698
449
$81.7K ﹤0.01%
3,200
450
$81.6K ﹤0.01%
1,183
16 17
18
19 20