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
276
$907K 0.04%
1,733
+51
277
$888K 0.04%
+36,858
278
$862K 0.04%
5,530
+1,367
279
$832K 0.04%
4,613
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280
$826K 0.04%
53,828
-5,504
281
$811K 0.04%
11,072
+144
282
$802K 0.04%
2,188
+154
283
$789K 0.04%
6,841
+3
284
$772K 0.04%
34,342
285
$747K 0.04%
5,492
+145
286
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1,333
287
$719K 0.04%
2,655
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288
$709K 0.04%
17,213
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289
$689K 0.03%
2,444
+1
290
$670K 0.03%
20,828
291
$648K 0.03%
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292
$646K 0.03%
2,610
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293
$645K 0.03%
8,565
294
$625K 0.03%
10,212
295
$602K 0.03%
6,586
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296
$596K 0.03%
1,245
297
$586K 0.03%
4,560
298
$584K 0.03%
2,710
-40
299
$566K 0.03%
27,378
+225
300
$563K 0.03%
2,166
10 11
12
13 14