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
$1.05B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.63M
3
+$1.49M
4
MRTN icon
Marten Transport
MRTN
+$1.18M
5
ULTA icon
Ulta Beauty
ULTA
+$1.13M

Top Sells

1
+$10.7M
2
+$4.25M
3
+$3.3M
4
EPAM icon
EPAM Systems
EPAM
+$3.11M
5
HIG icon
Hartford Financial Services
HIG
+$1.75M

Sector Composition

1 Technology 20.39%
2 Industrials 12.41%
3 Financials 10.07%
4 Healthcare 6.68%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$440K 0.04%
7,086
+315
227
$439K 0.04%
1,442
228
$435K 0.04%
+1,596
229
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10,381
-1,988
230
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3,130
231
$409K 0.04%
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+16
232
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8,019
-2,949
233
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234
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7,624
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235
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236
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-25
237
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238
$351K 0.03%
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239
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13,380
-2,890
240
$343K 0.03%
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241
$313K 0.03%
837
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242
$308K 0.03%
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243
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244
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246
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4,313
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247
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10,550
248
$290K 0.03%
1,394
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249
$284K 0.03%
+9,221
250
$281K 0.03%
+7,426
8 9
10
11 12