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
726
$7.49K ﹤0.01%
+630
727
$7.47K ﹤0.01%
42
-72
728
$7.43K ﹤0.01%
13
729
$7.35K ﹤0.01%
46
730
$7.32K ﹤0.01%
300
731
$7.21K ﹤0.01%
6
732
$7.12K ﹤0.01%
+102
733
$6.96K ﹤0.01%
112
734
$6.93K ﹤0.01%
+549
735
$6.82K ﹤0.01%
786
736
$6.76K ﹤0.01%
300
737
$6.63K ﹤0.01%
10
738
$6.58K ﹤0.01%
172
739
$6.5K ﹤0.01%
229
+97
740
$6.45K ﹤0.01%
540
+3
741
$6.45K ﹤0.01%
100
+1
742
$6.4K ﹤0.01%
12
743
$6.4K ﹤0.01%
75
744
$6.32K ﹤0.01%
+42
745
$6.31K ﹤0.01%
424
746
$5.99K ﹤0.01%
55
747
$5.98K ﹤0.01%
200
748
$5.97K ﹤0.01%
869
+154
749
$5.96K ﹤0.01%
200
-139
750
$5.92K ﹤0.01%
300
28 29
30
31 32