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
$2.02B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.25M
3
+$1.06M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$997K
5
EXLS icon
EXL Service
EXLS
+$982K

Top Sells

1
+$3.06M
2
+$2.36M
3
+$1.16M
4
MEI icon
Methode Electronics
MEI
+$1.15M
5
CPRT icon
Copart
CPRT
+$920K

Sector Composition

1 Technology 20.41%
2 Industrials 16.25%
3 Financials 11.19%
4 Healthcare 8.47%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.99M 0.1%
3,422
+1,830
227
$1.97M 0.1%
27,929
-222
228
$1.96M 0.1%
8,679
+958
229
$1.95M 0.1%
32,230
-1,246
230
$1.9M 0.09%
70,572
+858
231
$1.88M 0.09%
11,630
+326
232
$1.81M 0.09%
9,400
-32
233
$1.8M 0.09%
11,025
+1,292
234
$1.77M 0.09%
19,115
+140
235
$1.71M 0.08%
23,057
+956
236
$1.71M 0.08%
9,634
237
$1.7M 0.08%
32,626
-810
238
$1.66M 0.08%
20,119
-110
239
$1.65M 0.08%
31,008
+1,801
240
$1.64M 0.08%
42,058
+1,588
241
$1.62M 0.08%
36,205
+5,886
242
$1.52M 0.08%
13,957
-347
243
$1.52M 0.08%
4,912
+571
244
$1.51M 0.08%
22,599
-2,967
245
$1.48M 0.07%
30,695
-5,995
246
$1.46M 0.07%
232,601
247
$1.46M 0.07%
3,215
+504
248
$1.43M 0.07%
10,721
+581
249
$1.42M 0.07%
24,488
+571
250
$1.4M 0.07%
11,587
-622
8 9
10
11 12