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
776
$4.88K ﹤0.01%
+85
777
$4.84K ﹤0.01%
127
778
$4.83K ﹤0.01%
55
779
$4.83K ﹤0.01%
50
780
$4.74K ﹤0.01%
+313
781
$4.73K ﹤0.01%
95
782
$4.71K ﹤0.01%
165
-2
783
$4.69K ﹤0.01%
77
784
$4.68K ﹤0.01%
301
785
$4.64K ﹤0.01%
318
+290
786
$4.59K ﹤0.01%
148
787
$4.55K ﹤0.01%
85
788
$4.46K ﹤0.01%
180
789
$4.45K ﹤0.01%
+57
790
$4.28K ﹤0.01%
295
791
$4.25K ﹤0.01%
87
792
$4.13K ﹤0.01%
+1,850
793
$4.12K ﹤0.01%
103
-53
794
$4.1K ﹤0.01%
+187
795
$4.05K ﹤0.01%
181
796
$4.02K ﹤0.01%
83
-190
797
$4.01K ﹤0.01%
127
798
$4.01K ﹤0.01%
87
799
$3.99K ﹤0.01%
188
800
$3.92K ﹤0.01%
70
30 31
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