GIA
GHP Investment Advisors Portfolio holdings
AUM
$2.26B
1-Year Return
16.94%
This Quarter Return
+8.97%
1 Year Return
+16.94%
3 Year Return
+64.16%
5 Year Return
+118.81%
10 Year Return
+241.04%
AUM
$2.02B
AUM Growth
+$168M
(+9.1%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
12.72%
Holding
879
New
35
Increased
274
Reduced
173
Closed
40
Top Buys
| 1 |
Garmin
GRMN
|
$1.25M |
| 2 |
Nasdaq
NDAQ
|
$1.25M |
| 3 |
Thermo Fisher Scientific
TMO
|
$1.06M |
| 4 |
iShares MSCI United Kingdom ETF
EWU
|
$997K |
| 5 |
EXL Service
EXLS
|
$982K |
Top Sells
| 1 |
Watsco
WSO
|
$3.06M |
| 2 |
Synopsys
SNPS
|
$2.36M |
| 3 |
Fair Isaac
FICO
|
$1.16M |
| 4 |
Methode Electronics
MEI
|
$1.15M |
| 5 |
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% |
