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
726
$3.33K ﹤0.01%
83
727
$3.21K ﹤0.01%
70
+1
728
$3.2K ﹤0.01%
40
729
$3.2K ﹤0.01%
147
730
$3.2K ﹤0.01%
41
731
$3.19K ﹤0.01%
135
732
$3.16K ﹤0.01%
+120
733
$3.13K ﹤0.01%
49
734
$3.09K ﹤0.01%
108
-97
735
$3.08K ﹤0.01%
130
-320
736
$3.07K ﹤0.01%
500
737
$2.96K ﹤0.01%
60
738
$2.87K ﹤0.01%
550
739
$2.85K ﹤0.01%
138
740
$2.84K ﹤0.01%
1,236
-200
741
$2.83K ﹤0.01%
36
742
$2.76K ﹤0.01%
100
743
$2.7K ﹤0.01%
8
-103
744
$2.62K ﹤0.01%
633
+9
745
$2.62K ﹤0.01%
44
746
$2.61K ﹤0.01%
86
747
$2.6K ﹤0.01%
116
748
$2.54K ﹤0.01%
75
749
$2.45K ﹤0.01%
225
-460
750
$2.43K ﹤0.01%
133
28 29
30
31 32