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
626
$16.9K ﹤0.01%
380
+3
627
$16.6K ﹤0.01%
183
628
$16.5K ﹤0.01%
200
629
$16.2K ﹤0.01%
151
630
$16.1K ﹤0.01%
298
+248
631
$16K ﹤0.01%
318
+299
632
$15.8K ﹤0.01%
+655
633
$15.5K ﹤0.01%
202
634
$15.4K ﹤0.01%
300
635
$15.4K ﹤0.01%
1,074
636
$15.4K ﹤0.01%
895
637
$15.2K ﹤0.01%
50
638
$14.9K ﹤0.01%
41
639
$14.7K ﹤0.01%
+500
640
$14.6K ﹤0.01%
+1,255
641
$14.5K ﹤0.01%
2
642
$14.5K ﹤0.01%
200
643
$14.2K ﹤0.01%
145
644
$14.1K ﹤0.01%
355
645
$14K ﹤0.01%
126
646
$14K ﹤0.01%
2,093
+1,440
647
$14K ﹤0.01%
668
648
$13.9K ﹤0.01%
367
649
$13.7K ﹤0.01%
430
650
$13.7K ﹤0.01%
471