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
576
$25K ﹤0.01%
257
577
$24.6K ﹤0.01%
108
578
$24.2K ﹤0.01%
441
+3
579
$24.1K ﹤0.01%
201
580
$24K ﹤0.01%
400
581
$24K ﹤0.01%
2,268
+50
582
$23.5K ﹤0.01%
37
+3
583
$22.9K ﹤0.01%
6
584
$22.8K ﹤0.01%
518
+20
585
$22.7K ﹤0.01%
352
+1
586
$22.6K ﹤0.01%
6,000
587
$22.6K ﹤0.01%
202
588
$22.2K ﹤0.01%
361
+17
589
$22.2K ﹤0.01%
446
590
$22.1K ﹤0.01%
300
591
$22K ﹤0.01%
955
592
$21.6K ﹤0.01%
1,066
+311
593
$21.4K ﹤0.01%
7,515
+48
594
$21.2K ﹤0.01%
+2,222
595
$21.2K ﹤0.01%
786
-186
596
$21.1K ﹤0.01%
200
597
$21K ﹤0.01%
1,000
598
$21K ﹤0.01%
3,475
+1,000
599
$20.9K ﹤0.01%
915
600
$20.7K ﹤0.01%
518
22 23
24
25 26