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
501
$43.1K ﹤0.01%
57
502
$43.1K ﹤0.01%
+2,586
503
$42.7K ﹤0.01%
551
504
$42.6K ﹤0.01%
647
505
$41.6K ﹤0.01%
722
-292
506
$41.5K ﹤0.01%
111
507
$41.1K ﹤0.01%
335
508
$40.7K ﹤0.01%
1,683
+2
509
$40.6K ﹤0.01%
204
510
$40K ﹤0.01%
394
511
$39.2K ﹤0.01%
149
-66
512
$38.9K ﹤0.01%
532
+4
513
$38.8K ﹤0.01%
323
-101
514
$38.4K ﹤0.01%
435
515
$38.2K ﹤0.01%
2,945
516
$37.7K ﹤0.01%
24
-2
517
$37.6K ﹤0.01%
521
-180
518
$37.2K ﹤0.01%
679
519
$36.9K ﹤0.01%
494
-164
520
$36.2K ﹤0.01%
500
521
$35.2K ﹤0.01%
450
522
$34.3K ﹤0.01%
398
523
$33.9K ﹤0.01%
1,750
-85
524
$33.9K ﹤0.01%
95
525
$33.2K ﹤0.01%
594
-38
19 20
21
22 23