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
176
$3.5M 0.17%
150,163
-14,714
177
$3.38M 0.16%
6,790
+503
178
$3.34M 0.16%
155,339
-2,755
179
$3.32M 0.16%
49,566
+2,511
180
$3.27M 0.16%
41,284
-2,129
181
$3.23M 0.16%
9,265
+1,855
182
$3.2M 0.15%
43,733
-181
183
$3.17M 0.15%
33,713
+1,116
184
$3.09M 0.15%
6,082
-927
185
$3.09M 0.15%
18,382
+865
186
$3.04M 0.15%
27,009
-601
187
$3.04M 0.15%
16,812
-827
188
$3.02M 0.15%
92,347
+1,527
189
$2.93M 0.14%
17,697
-5,576
190
$2.86M 0.14%
5,561
+304
191
$2.82M 0.14%
26,185
-686
192
$2.76M 0.13%
47,746
-1,402
193
$2.74M 0.13%
18,171
-233
194
$2.74M 0.13%
182,310
+12,783
195
$2.73M 0.13%
11,472
-3
196
$2.72M 0.13%
8,872
-660
197
$2.67M 0.13%
7,193
-206
198
$2.65M 0.13%
15,307
199
$2.63M 0.13%
61,788
-1,106
200
$2.62M 0.13%
46,735
-4,683
6 7
8
9 10