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
51
$12.3M 0.59%
35,036
+7
52
$12M 0.58%
195,034
+5,852
53
$12M 0.58%
143,956
-2,713
54
$11.8M 0.57%
17,528
+71
55
$11.8M 0.57%
68,300
+4,913
56
$11.6M 0.56%
138,957
+4,026
57
$11.5M 0.55%
16,954
+72
58
$11.5M 0.55%
31,360
+586
59
$11.3M 0.54%
149,023
+15,519
60
$11.2M 0.54%
56,536
+889
61
$11M 0.53%
241,248
+1,123
62
$11M 0.53%
45,106
+1
63
$11M 0.53%
214,779
+1,690
64
$10.8M 0.52%
120,859
-1,161
65
$10.8M 0.52%
90,141
+3,837
66
$10.8M 0.52%
11,449
-135
67
$10.6M 0.51%
121,239
+769
68
$10.6M 0.51%
82,370
-1,653
69
$10.5M 0.5%
26,315
+321
70
$10.3M 0.5%
16,792
-23
71
$10.1M 0.48%
341,963
+2,510
72
$10M 0.48%
16,010
+1,155
73
$9.99M 0.48%
16,441
+144
74
$9.74M 0.47%
48,297
+1,214
75
$9.7M 0.47%
88,514
+6,313
1 2
3
4 5