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
901
$629 ﹤0.01%
22
902
$603 ﹤0.01%
486
903
$597 ﹤0.01%
19
904
$543 ﹤0.01%
12
905
$540 ﹤0.01%
11
906
$499 ﹤0.01%
25
907
$488 ﹤0.01%
+70
908
$483 ﹤0.01%
11
909
$477 ﹤0.01%
225
910
$471 ﹤0.01%
21
+1
911
$468 ﹤0.01%
+15
912
$461 ﹤0.01%
17
913
$440 ﹤0.01%
20
914
$440 ﹤0.01%
+10
915
$432 ﹤0.01%
10
916
$430 ﹤0.01%
37
917
$404 ﹤0.01%
6
918
$381 ﹤0.01%
+5
919
$378 ﹤0.01%
9
-286
920
$365 ﹤0.01%
9
921
$350 ﹤0.01%
+10
922
$329 ﹤0.01%
+150
923
$328 ﹤0.01%
19
924
$272 ﹤0.01%
10
925
$265 ﹤0.01%
10
35 36
37
38 39