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
851
$2.29K ﹤0.01%
+278
852
$2.26K ﹤0.01%
22
853
$2.25K ﹤0.01%
25
854
$2.24K ﹤0.01%
+14
855
$2.21K ﹤0.01%
81
856
$2.17K ﹤0.01%
18
857
$2.1K ﹤0.01%
+79
858
$1.98K ﹤0.01%
+34
859
$1.62K ﹤0.01%
+200
860
$1.55K ﹤0.01%
175
861
$1.53K ﹤0.01%
28
+8
862
$1.5K ﹤0.01%
41
863
$1.43K ﹤0.01%
40
864
$1.41K ﹤0.01%
8
865
$1.38K ﹤0.01%
97
866
$1.37K ﹤0.01%
20
867
$1.37K ﹤0.01%
9
868
$1.34K ﹤0.01%
40
869
$1.29K ﹤0.01%
15
870
$1.25K ﹤0.01%
45
871
$1.22K ﹤0.01%
21
872
$1.2K ﹤0.01%
+30
873
$1.18K ﹤0.01%
27
-261
874
$1.17K ﹤0.01%
185
875
$1.15K ﹤0.01%
156
33 34
35
36 37