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
151
$4.53M 0.22%
4,789
+119
152
$4.5M 0.22%
44,538
+48
153
$4.43M 0.21%
67,605
-3,678
154
$4.36M 0.21%
36,859
-1,678
155
$4.36M 0.21%
60,234
-3,111
156
$4.26M 0.21%
47,458
+1,157
157
$4.2M 0.2%
70,255
-1,645
158
$4.17M 0.2%
25,415
-714
159
$4.15M 0.2%
37,693
-67
160
$4M 0.19%
25,850
-504
161
$3.95M 0.19%
46,520
-28,055
162
$3.93M 0.19%
21,431
-10,376
163
$3.91M 0.19%
29,491
+959
164
$3.85M 0.19%
280,869
-43,116
165
$3.85M 0.19%
56,835
+2,677
166
$3.78M 0.18%
47,194
+59
167
$3.78M 0.18%
18,010
+194
168
$3.78M 0.18%
55,142
-597
169
$3.76M 0.18%
57,780
+8,515
170
$3.72M 0.18%
88,101
+1,904
171
$3.65M 0.18%
25,172
+3,385
172
$3.62M 0.17%
23,832
+903
173
$3.61M 0.17%
40,981
-3,445
174
$3.59M 0.17%
63,389
-2,022
175
$3.56M 0.17%
163,623
+3,578
5 6
7
8 9