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
651
$13.7K ﹤0.01%
327
652
$13.7K ﹤0.01%
210
653
$13.6K ﹤0.01%
389
654
$13.3K ﹤0.01%
+1,340
655
$13.2K ﹤0.01%
326
-105
656
$13.1K ﹤0.01%
190
657
$13K ﹤0.01%
340
658
$13K ﹤0.01%
490
+2
659
$13K ﹤0.01%
100
660
$12.9K ﹤0.01%
1,203
-52
661
$12.9K ﹤0.01%
230
-21
662
$12.9K ﹤0.01%
223
663
$12.9K ﹤0.01%
441
664
$12.7K ﹤0.01%
502
+302
665
$12.6K ﹤0.01%
38
666
$12.5K ﹤0.01%
156
+18
667
$12.3K ﹤0.01%
133
668
$12.2K ﹤0.01%
498
+4
669
$12.2K ﹤0.01%
143
670
$12.1K ﹤0.01%
245
671
$12.1K ﹤0.01%
+3,679
672
$12.1K ﹤0.01%
101
673
$12K ﹤0.01%
321
+2
674
$12K ﹤0.01%
147
675
$12K ﹤0.01%
55
+51
25 26
27
28 29