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
701
$5.67K ﹤0.01%
+97
702
$5.55K ﹤0.01%
93
703
$5.48K ﹤0.01%
148
704
$5.36K ﹤0.01%
57
+41
705
$5.33K ﹤0.01%
77
706
$5.24K ﹤0.01%
100
707
$5.07K ﹤0.01%
1,170
708
$5.03K ﹤0.01%
228
709
$4.99K ﹤0.01%
178
710
$4.9K ﹤0.01%
100
711
$4.84K ﹤0.01%
100
712
$4.81K ﹤0.01%
25
713
$4.71K ﹤0.01%
125
714
$4.68K ﹤0.01%
73
715
$4.57K ﹤0.01%
220
-34
716
$4.5K ﹤0.01%
25
717
$4.46K ﹤0.01%
103
-225
718
$4.32K ﹤0.01%
255
-108
719
$4.15K ﹤0.01%
477
720
$4.01K ﹤0.01%
200
+100
721
$3.96K ﹤0.01%
30
722
$3.62K ﹤0.01%
200
-14,480
723
$3.6K ﹤0.01%
50
724
$3.4K ﹤0.01%
200
-200
725
$3.35K ﹤0.01%
175
27 28
29
30 31