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
476
$55.6K ﹤0.01%
+601
477
$53.5K ﹤0.01%
1,027
-695
478
$53.4K ﹤0.01%
396
-63
479
$53.1K ﹤0.01%
1,300
480
$53K ﹤0.01%
2,400
481
$52.6K ﹤0.01%
770
482
$51.9K ﹤0.01%
1,602
483
$51.2K ﹤0.01%
405
484
$50.6K ﹤0.01%
828
-300
485
$50.4K ﹤0.01%
933
486
$49.7K ﹤0.01%
748
487
$49K ﹤0.01%
367
-129
488
$48.5K ﹤0.01%
575
489
$48K ﹤0.01%
336
-75
490
$46.9K ﹤0.01%
1,304
491
$46.7K ﹤0.01%
511
+203
492
$46.7K ﹤0.01%
2,320
493
$46.5K ﹤0.01%
664
-87
494
$46.1K ﹤0.01%
205
-66
495
$45.5K ﹤0.01%
920
-2,738
496
$45.4K ﹤0.01%
1,732
-416
497
$45.3K ﹤0.01%
83
-15
498
$45.2K ﹤0.01%
384
499
$44.6K ﹤0.01%
2,140
500
$44.3K ﹤0.01%
276
18 19
20
21 22