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
926
$233 ﹤0.01%
20
927
$230 ﹤0.01%
20
928
$229 ﹤0.01%
100
929
$221 ﹤0.01%
4
930
$214 ﹤0.01%
+15
931
$192 ﹤0.01%
24
932
$191 ﹤0.01%
+164
933
$185 ﹤0.01%
1
934
$179 ﹤0.01%
+10
935
$174 ﹤0.01%
+8
936
$163 ﹤0.01%
4
937
$162 ﹤0.01%
15
938
$161 ﹤0.01%
4
939
$100 ﹤0.01%
+2
940
$88 ﹤0.01%
20
941
$84 ﹤0.01%
2
-118
942
$84 ﹤0.01%
+3
943
$71 ﹤0.01%
100
944
$71 ﹤0.01%
+33
945
$66 ﹤0.01%
160
946
$59 ﹤0.01%
1
947
$58 ﹤0.01%
11
948
$35 ﹤0.01%
1
949
$16 ﹤0.01%
1
950
$10 ﹤0.01%
+10
36 37
38
39 40