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
251
$281K 0.03%
5,209
+8
252
$280K 0.03%
2,579
-96
253
$275K 0.03%
+4,006
254
$272K 0.03%
440
255
$271K 0.03%
3,720
-97
256
$270K 0.03%
1,025
257
$269K 0.03%
1,875
258
$269K 0.03%
9,207
259
$264K 0.03%
+1,713
260
$253K 0.02%
5,990
261
$249K 0.02%
4,010
262
$238K 0.02%
2,869
-96
263
$236K 0.02%
+5,565
264
$235K 0.02%
+2,022
265
$234K 0.02%
13,800
266
$234K 0.02%
18,102
+286
267
$230K 0.02%
+3,991
268
$221K 0.02%
14,895
269
$215K 0.02%
+4,535
270
$212K 0.02%
3,183
-88
271
$208K 0.02%
+2,500
272
$207K 0.02%
+1,850
273
$201K 0.02%
+1,346
274
$200K 0.02%
+4,717
275
$143K 0.01%
300
8 9 10
11
12