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
326
$381K 0.02%
2,943
-574
327
$351K 0.02%
3,535
-305
328
$350K 0.02%
13,238
329
$349K 0.02%
9,489
+1,945
330
$346K 0.02%
4,994
-727
331
$344K 0.02%
8,207
-2,533
332
$333K 0.02%
18,507
+7,188
333
$332K 0.02%
11,969
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334
$331K 0.02%
4,236
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335
$327K 0.02%
+9,790
336
$324K 0.02%
5,980
337
$323K 0.02%
4,500
+3
338
$302K 0.01%
5,713
339
$298K 0.01%
3,860
-2,127
340
$296K 0.01%
1,184
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341
$292K 0.01%
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342
$292K 0.01%
5,711
343
$291K 0.01%
2,288
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344
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5,000
345
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1,253
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346
$286K 0.01%
2,361
+2
347
$284K 0.01%
1,153
348
$283K 0.01%
1,092
+169
349
$282K 0.01%
4,380
+1
350
$273K 0.01%
7,762
12 13
14
15 16