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
201
$2.6M 0.13%
4,636
+84
202
$2.58M 0.12%
59,381
+252
203
$2.56M 0.12%
16,583
+1,119
204
$2.55M 0.12%
5,714
+538
205
$2.52M 0.12%
7,217
-68
206
$2.43M 0.12%
40,774
-1,879
207
$2.41M 0.12%
31,029
+1,363
208
$2.36M 0.11%
32,922
+957
209
$2.32M 0.11%
13,200
+344
210
$2.19M 0.11%
16,661
-1,740
211
$2.19M 0.11%
33,030
-571
212
$2.18M 0.1%
31,053
-1,099
213
$2.16M 0.1%
23,521
-829
214
$2.15M 0.1%
12,063
+911
215
$2.11M 0.1%
33,678
+1,220
216
$2.09M 0.1%
31,574
+572
217
$2.09M 0.1%
19,024
+563
218
$2.09M 0.1%
27,581
+360
219
$2.04M 0.1%
72,876
+1,535
220
$2.03M 0.1%
10,322
+659
221
$1.98M 0.1%
29,081
-1,510
222
$1.96M 0.09%
17,491
-726
223
$1.96M 0.09%
27,489
+10
224
$1.95M 0.09%
26,128
-67
225
$1.88M 0.09%
18,601
-191
7 8
9
10 11