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
$2B
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.16M
3
+$1.93M
4
FELE icon
Franklin Electric
FELE
+$1.37M
5
EXLS icon
EXL Service
EXLS
+$1.31M

Top Sells

1
+$5.99M
2
+$5.52M
3
+$2.58M
4
APH icon
Amphenol
APH
+$1.91M
5
FOXF icon
Fox Factory Holding Corp
FOXF
+$1.29M

Sector Composition

1 Technology 21.45%
2 Industrials 15.69%
3 Financials 11.25%
4 Healthcare 8.36%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$477K 0.02%
6,130
-456
302
$468K 0.02%
48,551
303
$466K 0.02%
1,061
+36
304
$462K 0.02%
1,741
305
$451K 0.02%
12,869
-2,640
306
$451K 0.02%
5,049
-39
307
$450K 0.02%
5,565
308
$445K 0.02%
2,073
309
$445K 0.02%
9,207
310
$405K 0.02%
4,994
+158
311
$403K 0.02%
10,781
+1,292
312
$403K 0.02%
3,168
-108
313
$401K 0.02%
314
314
$399K 0.02%
2,889
-54
315
$395K 0.02%
3,402
-47,573
316
$388K 0.02%
2,926
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317
$381K 0.02%
13,238
318
$381K 0.02%
1,879
+36
319
$371K 0.02%
5,265
+414
320
$368K 0.02%
17,021
-1,486
321
$362K 0.02%
4,886
-108
322
$358K 0.02%
2,230
+250
323
$357K 0.02%
2,059
324
$357K 0.02%
1,981
-640
325
$353K 0.02%
4,555
+55
11 12
13
14 15