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
601
$20.6K ﹤0.01%
100
602
$20.6K ﹤0.01%
120
603
$20.5K ﹤0.01%
545
604
$20.4K ﹤0.01%
3,285
605
$20.1K ﹤0.01%
379
606
$19.9K ﹤0.01%
550
607
$19.8K ﹤0.01%
85
608
$19.5K ﹤0.01%
322
609
$19.4K ﹤0.01%
+935
610
$19.1K ﹤0.01%
45
611
$19K ﹤0.01%
230
612
$18.6K ﹤0.01%
213
613
$18.6K ﹤0.01%
289
614
$18.6K ﹤0.01%
295
-31
615
$18.5K ﹤0.01%
76
+4
616
$18.1K ﹤0.01%
158
-5
617
$18.1K ﹤0.01%
141
618
$18K ﹤0.01%
450
619
$18K ﹤0.01%
285
620
$17.8K ﹤0.01%
381
+138
621
$17.8K ﹤0.01%
74
622
$17.7K ﹤0.01%
+4,433
623
$17.7K ﹤0.01%
400
-490
624
$17.1K ﹤0.01%
320
625
$17.1K ﹤0.01%
100
23 24
25
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