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
351
$272K 0.01%
4,717
352
$265K 0.01%
1,451
353
$264K 0.01%
7,184
354
$262K 0.01%
1,980
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355
$260K 0.01%
6,337
-2,469
356
$258K 0.01%
4,809
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357
$258K 0.01%
1,014
358
$257K 0.01%
2,827
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359
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2,677
-391
360
$250K 0.01%
609
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361
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3,431
-1,879
362
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1,875
363
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2,485
364
$238K 0.01%
886
365
$236K 0.01%
1,222
-349
366
$232K 0.01%
414
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367
$228K 0.01%
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369
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8,059
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370
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371
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2,486
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372
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11,860
-2,334
373
$219K 0.01%
1,668
+12
374
$217K 0.01%
3,159
375
$217K 0.01%
1,100
13 14
15
16 17