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
701
$9.24K ﹤0.01%
200
702
$9.16K ﹤0.01%
+67
703
$9.14K ﹤0.01%
41
+1
704
$9.09K ﹤0.01%
37
+1
705
$8.99K ﹤0.01%
45
706
$8.82K ﹤0.01%
64
707
$8.82K ﹤0.01%
266
708
$8.62K ﹤0.01%
510
+39
709
$8.6K ﹤0.01%
314
710
$8.45K ﹤0.01%
75
711
$8.43K ﹤0.01%
145
712
$8.35K ﹤0.01%
213
713
$8.28K ﹤0.01%
+4,500
714
$8.21K ﹤0.01%
96
715
$8.05K ﹤0.01%
287
716
$8K ﹤0.01%
50
717
$7.96K ﹤0.01%
231
718
$7.86K ﹤0.01%
151
719
$7.85K ﹤0.01%
250
+30
720
$7.66K ﹤0.01%
+124
721
$7.66K ﹤0.01%
883
-1,437
722
$7.62K ﹤0.01%
451
723
$7.6K ﹤0.01%
77
724
$7.6K ﹤0.01%
142
+87
725
$7.55K ﹤0.01%
79
27 28
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30 31