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
551
$30.5K ﹤0.01%
87
552
$30.2K ﹤0.01%
700
553
$29.9K ﹤0.01%
+1,525
554
$29.6K ﹤0.01%
174
-140
555
$29.5K ﹤0.01%
52
556
$29.4K ﹤0.01%
5,344
557
$29.2K ﹤0.01%
200
-43
558
$29.1K ﹤0.01%
1,200
559
$28.8K ﹤0.01%
327
560
$27.9K ﹤0.01%
2,240
-348
561
$27.7K ﹤0.01%
290
+80
562
$27.7K ﹤0.01%
28
563
$27.5K ﹤0.01%
254
564
$27.3K ﹤0.01%
14
565
$27.3K ﹤0.01%
1,137
566
$27K ﹤0.01%
392
567
$26.5K ﹤0.01%
509
568
$26.4K ﹤0.01%
676
+2
569
$26.3K ﹤0.01%
528
+2
570
$26.1K ﹤0.01%
358
-127
571
$26K ﹤0.01%
+507
572
$25.5K ﹤0.01%
228
573
$25.4K ﹤0.01%
124
+99
574
$25.4K ﹤0.01%
+1,083
575
$25.1K ﹤0.01%
381
-70
21 22
23
24 25