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
751
$2.42K ﹤0.01%
182
752
$2.42K ﹤0.01%
+24
753
$2.38K ﹤0.01%
18
754
$2.19K ﹤0.01%
10
755
$2.19K ﹤0.01%
250
756
$2.16K ﹤0.01%
150
-1
757
$2.16K ﹤0.01%
21
758
$2.15K ﹤0.01%
60
759
$2.1K ﹤0.01%
75
760
$2.1K ﹤0.01%
20
761
$2.05K ﹤0.01%
11
762
$1.99K ﹤0.01%
81
763
$1.9K ﹤0.01%
12
764
$1.89K ﹤0.01%
97
+1
765
$1.75K ﹤0.01%
375
766
$1.75K ﹤0.01%
45
767
$1.64K ﹤0.01%
150
768
$1.62K ﹤0.01%
+25
769
$1.61K ﹤0.01%
100
770
$1.59K ﹤0.01%
40
771
$1.53K ﹤0.01%
53
772
$1.53K ﹤0.01%
150
773
$1.52K ﹤0.01%
41
774
$1.47K ﹤0.01%
40
775
$1.47K ﹤0.01%
8
29 30
31
32 33