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
526
$39.7K ﹤0.01%
439
527
$39.7K ﹤0.01%
276
528
$39K ﹤0.01%
549
529
$37.8K ﹤0.01%
596
-57
530
$36K ﹤0.01%
2,586
531
$35.8K ﹤0.01%
615
532
$35.5K ﹤0.01%
1,750
533
$35.5K ﹤0.01%
176
+2
534
$35.1K ﹤0.01%
440
+340
535
$34.9K ﹤0.01%
273
536
$34.9K ﹤0.01%
432
537
$34.5K ﹤0.01%
375
538
$34.1K ﹤0.01%
1,000
-325
539
$34.1K ﹤0.01%
465
+65
540
$33.9K ﹤0.01%
111
541
$33.2K ﹤0.01%
1,000
542
$33.1K ﹤0.01%
487
+2
543
$32.4K ﹤0.01%
384
544
$32.2K ﹤0.01%
401
+1
545
$32.2K ﹤0.01%
1,688
+15
546
$31.8K ﹤0.01%
39
547
$31.7K ﹤0.01%
937
548
$30.8K ﹤0.01%
1,023
-1,000
549
$30.8K ﹤0.01%
450
-27
550
$30.7K ﹤0.01%
320
20 21
22
23 24