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
751
$5.82K ﹤0.01%
+22
752
$5.63K ﹤0.01%
370
753
$5.61K ﹤0.01%
66
754
$5.49K ﹤0.01%
103
755
$5.46K ﹤0.01%
428
756
$5.46K ﹤0.01%
177
757
$5.45K ﹤0.01%
+133
758
$5.36K ﹤0.01%
+108
759
$5.36K ﹤0.01%
54
760
$5.31K ﹤0.01%
+1,870
761
$5.28K ﹤0.01%
107
762
$5.21K ﹤0.01%
+171
763
$5.15K ﹤0.01%
+122
764
$5.14K ﹤0.01%
+108
765
$5.14K ﹤0.01%
+55
766
$5.13K ﹤0.01%
192
767
$5.13K ﹤0.01%
59
+2
768
$5.11K ﹤0.01%
174
+71
769
$5.11K ﹤0.01%
545
+500
770
$5.1K ﹤0.01%
48
771
$5.07K ﹤0.01%
100
772
$5.07K ﹤0.01%
48
773
$4.96K ﹤0.01%
100
774
$4.92K ﹤0.01%
84
775
$4.91K ﹤0.01%
234
29 30
31
32 33