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
301
$556K 0.03%
48,551
302
$556K 0.03%
15,509
-582
303
$546K 0.03%
5,960
+142
304
$545K 0.03%
3,562
+3
305
$538K 0.03%
6,961
306
$534K 0.03%
6,684
-61
307
$528K 0.03%
2,073
308
$514K 0.03%
11,634
-1,246
309
$511K 0.03%
12,722
-3,076
310
$503K 0.02%
10,307
-172
311
$476K 0.02%
1,025
312
$437K 0.02%
5,088
313
$430K 0.02%
3,276
-4
314
$428K 0.02%
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-339
315
$415K 0.02%
2,059
316
$414K 0.02%
8,974
-2,429
317
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318
$407K 0.02%
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319
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2,921
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320
$401K 0.02%
9,207
321
$391K 0.02%
+4,851
322
$391K 0.02%
5,565
323
$391K 0.02%
5,582
+380
324
$388K 0.02%
1,843
+1
325
$387K 0.02%
314
11 12
13
14 15