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
101
$7.39M 0.36%
59,695
+2,427
102
$7.37M 0.35%
30,236
+675
103
$7.37M 0.35%
85,719
-1,440
104
$7.03M 0.34%
59,815
-871
105
$7M 0.34%
70,940
+1,851
106
$6.94M 0.33%
13,656
+157
107
$6.93M 0.33%
114,576
+1,243
108
$6.9M 0.33%
1,498
+17
109
$6.9M 0.33%
46,472
-912
110
$6.87M 0.33%
70,526
+8,785
111
$6.81M 0.33%
39,463
+923
112
$6.8M 0.33%
40,164
+1,992
113
$6.79M 0.33%
21,745
+532
114
$6.74M 0.32%
179,769
-11,968
115
$6.72M 0.32%
26,703
-390
116
$6.66M 0.32%
31,806
+942
117
$6.6M 0.32%
35,111
-104
118
$6.5M 0.31%
3,477
+57
119
$6.42M 0.31%
41,937
-2,146
120
$6.34M 0.3%
23,243
+1,016
121
$6.3M 0.3%
123,252
+1,009
122
$6.26M 0.3%
39,062
-1,407
123
$6.2M 0.3%
37,033
+2,654
124
$6.19M 0.3%
83,472
-1,213
125
$6.15M 0.3%
96,557
-1,915
3 4
5
6 7