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
451
$74.5K ﹤0.01%
1,113
-99
452
$73.9K ﹤0.01%
273
453
$73.5K ﹤0.01%
3,548
454
$73.4K ﹤0.01%
954
-150
455
$71.7K ﹤0.01%
2,508
456
$71.5K ﹤0.01%
1,733
+1
457
$71.5K ﹤0.01%
1,000
-128
458
$69.9K ﹤0.01%
436
-317
459
$69.4K ﹤0.01%
671
460
$68.4K ﹤0.01%
631
-14,389
461
$67.9K ﹤0.01%
2,738
-646
462
$67.6K ﹤0.01%
417
463
$66.9K ﹤0.01%
1,900
464
$66.2K ﹤0.01%
800
465
$65.7K ﹤0.01%
93
-117
466
$65.2K ﹤0.01%
723
467
$65K ﹤0.01%
213
-15
468
$64.1K ﹤0.01%
2,002
469
$63.8K ﹤0.01%
131
-199
470
$61.5K ﹤0.01%
1,044
471
$61.2K ﹤0.01%
679
-96
472
$58.2K ﹤0.01%
224
-36
473
$57.8K ﹤0.01%
1,400
474
$55.7K ﹤0.01%
381
-61
475
$55.7K ﹤0.01%
574
+3
17 18
19
20 21