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
676
$11.9K ﹤0.01%
+87
677
$11.8K ﹤0.01%
415
678
$11.8K ﹤0.01%
103
679
$11.7K ﹤0.01%
600
+100
680
$11.7K ﹤0.01%
100
681
$11.5K ﹤0.01%
215
+110
682
$11.2K ﹤0.01%
917
683
$11.1K ﹤0.01%
6
-8,931
684
$11.1K ﹤0.01%
690
685
$11K ﹤0.01%
110
-173
686
$10.9K ﹤0.01%
93
687
$10.8K ﹤0.01%
66
688
$10.5K ﹤0.01%
92
689
$10.2K ﹤0.01%
200
690
$10.2K ﹤0.01%
101
-119
691
$9.99K ﹤0.01%
1,147
+14
692
$9.99K ﹤0.01%
138
-89
693
$9.96K ﹤0.01%
258
-34
694
$9.81K ﹤0.01%
102
695
$9.79K ﹤0.01%
122
696
$9.78K ﹤0.01%
1,229
697
$9.64K ﹤0.01%
159
698
$9.57K ﹤0.01%
27
-6
699
$9.5K ﹤0.01%
850
700
$9.29K ﹤0.01%
113
+8
26 27
28
29 30