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
$1.85B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.03M
3
+$1.91M
4
PRGS icon
Progress Software
PRGS
+$1.78M
5
MBB icon
iShares MBS ETF
MBB
+$1.75M

Top Sells

1
+$1.89M
2
+$1.77M
3
+$1.56M
4
FICO icon
Fair Isaac
FICO
+$1.31M
5
STT icon
State Street
STT
+$1.2M

Sector Composition

1 Technology 21.24%
2 Industrials 15.85%
3 Financials 10.73%
4 Healthcare 8.38%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$10.3K ﹤0.01%
200
-483
652
$10.2K ﹤0.01%
+483
653
$10.2K ﹤0.01%
200
654
$10.1K ﹤0.01%
22
+9
655
$9.31K ﹤0.01%
5,085
656
$9.26K ﹤0.01%
+126
657
$9.13K ﹤0.01%
138
658
$8.87K ﹤0.01%
95
659
$8.83K ﹤0.01%
200
660
$8.81K ﹤0.01%
477
+4
661
$8.78K ﹤0.01%
464
-1
662
$8.77K ﹤0.01%
+81
663
$8.52K ﹤0.01%
147
664
$8.33K ﹤0.01%
75
665
$8.32K ﹤0.01%
100
666
$8.31K ﹤0.01%
+1,229
667
$8.29K ﹤0.01%
675
668
$8.16K ﹤0.01%
89
-33
669
$8.11K ﹤0.01%
400
-170
670
$8.05K ﹤0.01%
50
671
$7.98K ﹤0.01%
270
672
$7.88K ﹤0.01%
15
673
$7.81K ﹤0.01%
528
674
$7.65K ﹤0.01%
4,372
-2,758
675
$7.42K ﹤0.01%
400
+300
25 26
27
28 29