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
476
$64.4K ﹤0.01%
1,368
-168
477
$63.8K ﹤0.01%
894
478
$63.7K ﹤0.01%
213
479
$63.4K ﹤0.01%
520
-54
480
$63.3K ﹤0.01%
115
481
$63.1K ﹤0.01%
241
-47
482
$62.3K ﹤0.01%
1,785
-13,293
483
$60K ﹤0.01%
1,436
+22
484
$59.4K ﹤0.01%
748
485
$59.2K ﹤0.01%
1,639
-205
486
$59K ﹤0.01%
1,629
-610
487
$58.9K ﹤0.01%
1,000
488
$58.5K ﹤0.01%
731
-71
489
$58.5K ﹤0.01%
997
-247
490
$57.8K ﹤0.01%
815
-308
491
$57.2K ﹤0.01%
3,075
-1,147
492
$56.2K ﹤0.01%
933
493
$55.1K ﹤0.01%
1,406
494
$55K ﹤0.01%
111
-9
495
$54.3K ﹤0.01%
699
496
$53.3K ﹤0.01%
2,140
497
$52.5K ﹤0.01%
610
+4
498
$51.2K ﹤0.01%
345
-16
499
$51.1K ﹤0.01%
105
+3
500
$50.2K ﹤0.01%
500
18 19
20
21 22