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
876
$1.13K ﹤0.01%
40
877
$1.11K ﹤0.01%
35
878
$1.11K ﹤0.01%
30
879
$1.04K ﹤0.01%
8
-7
880
$1.02K ﹤0.01%
+129
881
$995 ﹤0.01%
27
882
$987 ﹤0.01%
14
883
$963 ﹤0.01%
80
884
$945 ﹤0.01%
9
-16
885
$906 ﹤0.01%
+50
886
$897 ﹤0.01%
35
887
$883 ﹤0.01%
26
888
$862 ﹤0.01%
5
889
$854 ﹤0.01%
98
-49
890
$816 ﹤0.01%
9
891
$800 ﹤0.01%
344
892
$794 ﹤0.01%
4
893
$761 ﹤0.01%
14
894
$734 ﹤0.01%
45
895
$721 ﹤0.01%
25
896
$715 ﹤0.01%
250
897
$682 ﹤0.01%
50
898
$673 ﹤0.01%
73
899
$663 ﹤0.01%
+140
900
$648 ﹤0.01%
10
34 35
36
37 38