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
501
$49.8K ﹤0.01%
106
502
$49.8K ﹤0.01%
1,284
-318
503
$49.6K ﹤0.01%
285
-145
504
$49.3K ﹤0.01%
406
505
$48.6K ﹤0.01%
429
506
$48K ﹤0.01%
1,452
-1,065
507
$47.8K ﹤0.01%
428
-4
508
$47.8K ﹤0.01%
800
-195
509
$47K ﹤0.01%
335
510
$46.8K ﹤0.01%
246
+3
511
$46.5K ﹤0.01%
800
512
$45.9K ﹤0.01%
603
+50
513
$45.7K ﹤0.01%
224
514
$45.6K ﹤0.01%
263
+49
515
$44.1K ﹤0.01%
164
-71
516
$43.3K ﹤0.01%
1,131
+32
517
$42.8K ﹤0.01%
945
-375
518
$42.2K ﹤0.01%
575
-733
519
$40.8K ﹤0.01%
+500
520
$40.8K ﹤0.01%
300
521
$40.6K ﹤0.01%
1,608
522
$40K ﹤0.01%
824
+16
523
$40K ﹤0.01%
436
524
$39.9K ﹤0.01%
900
525
$39.8K ﹤0.01%
155
+22
19 20
21
22 23