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
251
$1.4M 0.07%
26,909
+3,677
252
$1.4M 0.07%
11,393
+883
253
$1.39M 0.07%
3,121
-150
254
$1.36M 0.07%
1,754
-938
255
$1.31M 0.06%
92,800
+3,838
256
$1.28M 0.06%
11,328
+2,030
257
$1.28M 0.06%
34,424
+2,876
258
$1.27M 0.06%
14,475
+8,498
259
$1.23M 0.06%
7,515
+165
260
$1.19M 0.06%
18,093
+718
261
$1.15M 0.06%
11,052
-642
262
$1.11M 0.06%
4,270
263
$1.11M 0.05%
11,429
+6,604
264
$1.08M 0.05%
5,643
+566
265
$1.04M 0.05%
16,502
+807
266
$1.04M 0.05%
5,711
-50
267
$1.03M 0.05%
37,842
+780
268
$1M 0.05%
18,437
-464
269
$987K 0.05%
8,562
-1,667
270
$970K 0.05%
4,725
+189
271
$950K 0.05%
3,164
272
$947K 0.05%
38,452
+1,794
273
$947K 0.05%
11,540
-1,341
274
$938K 0.05%
4,463
+310
275
$915K 0.05%
10,130
+2,390
9 10
11
12 13