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
801
$3.87K ﹤0.01%
+270
802
$3.86K ﹤0.01%
375
803
$3.82K ﹤0.01%
41
804
$3.8K ﹤0.01%
121
+96
805
$3.79K ﹤0.01%
200
806
$3.77K ﹤0.01%
68
-432
807
$3.77K ﹤0.01%
92
-53
808
$3.75K ﹤0.01%
21
809
$3.75K ﹤0.01%
65
810
$3.65K ﹤0.01%
+350
811
$3.65K ﹤0.01%
149
812
$3.6K ﹤0.01%
+60
813
$3.58K ﹤0.01%
44
814
$3.58K ﹤0.01%
328
815
$3.56K ﹤0.01%
500
816
$3.51K ﹤0.01%
69
-336
817
$3.46K ﹤0.01%
1,170
818
$3.44K ﹤0.01%
615
819
$3.44K ﹤0.01%
+130
820
$3.37K ﹤0.01%
103
821
$3.34K ﹤0.01%
50
822
$3.33K ﹤0.01%
92
823
$3.33K ﹤0.01%
100
824
$3.26K ﹤0.01%
+440
825
$3.26K ﹤0.01%
138
31 32
33
34 35