GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
+$1.46M
3
+$1.22M
4
RJF icon
Raymond James Financial
RJF
+$1.01M
5
PCAR icon
PACCAR
PCAR
+$927K

Top Sells

1
+$16.5M
2
+$5.11M
3
+$2.94M
4
STZ icon
Constellation Brands
STZ
+$1.88M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$1.01M

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
826
$3.26K ﹤0.01%
81
827
$3.25K ﹤0.01%
60
828
$3.18K ﹤0.01%
41
829
$3.18K ﹤0.01%
25
830
$3.17K ﹤0.01%
+76
831
$3.11K ﹤0.01%
45
+20
832
$3.1K ﹤0.01%
695
-227
833
$3.05K ﹤0.01%
36
834
$3.04K ﹤0.01%
120
-308
835
$3.04K ﹤0.01%
250
836
$2.96K ﹤0.01%
550
837
$2.94K ﹤0.01%
200
838
$2.92K ﹤0.01%
16
+1
839
$2.89K ﹤0.01%
190
840
$2.73K ﹤0.01%
+1,000
841
$2.71K ﹤0.01%
+50
842
$2.68K ﹤0.01%
51
-113
843
$2.6K ﹤0.01%
+90
844
$2.58K ﹤0.01%
72
+1
845
$2.47K ﹤0.01%
327
+216
846
$2.44K ﹤0.01%
20
847
$2.4K ﹤0.01%
100
848
$2.38K ﹤0.01%
+33
849
$2.37K ﹤0.01%
189
850
$2.31K ﹤0.01%
241
32 33
34
35 36