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
451
$80.5K ﹤0.01%
317
+4
452
$78.9K ﹤0.01%
1,135
+5
453
$78.7K ﹤0.01%
2,508
454
$78.2K ﹤0.01%
750
-3
455
$77.5K ﹤0.01%
2,002
-143
456
$77.4K ﹤0.01%
3,300
457
$76.8K ﹤0.01%
1,900
-149
458
$76.4K ﹤0.01%
262
-758
459
$76.2K ﹤0.01%
1,592
+1,342
460
$76K ﹤0.01%
1,734
461
$74.8K ﹤0.01%
2,400
462
$74.6K ﹤0.01%
+3,465
463
$72.6K ﹤0.01%
437
+4
464
$71.9K ﹤0.01%
164
+2
465
$69.9K ﹤0.01%
+377
466
$69.7K ﹤0.01%
420
+1
467
$68.8K ﹤0.01%
657
468
$68.6K ﹤0.01%
479
+7
469
$66.2K ﹤0.01%
1,300
470
$66.2K ﹤0.01%
6,601
-791
471
$66.1K ﹤0.01%
500
472
$65.7K ﹤0.01%
2,382
473
$65.5K ﹤0.01%
679
474
$64.5K ﹤0.01%
630
+2
475
$64.4K ﹤0.01%
479
-169
17 18
19
20 21