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
376
$215K 0.01%
2,640
-320
377
$214K 0.01%
6,444
-17,535
378
$213K 0.01%
510
379
$200K 0.01%
9,215
380
$195K 0.01%
2,076
+3
381
$188K 0.01%
2,001
382
$184K 0.01%
589
383
$184K 0.01%
420
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384
$180K 0.01%
2,850
385
$178K 0.01%
1,273
-83
386
$176K 0.01%
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387
$172K 0.01%
809
+1
388
$172K 0.01%
2,963
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389
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826
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390
$167K 0.01%
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391
$167K 0.01%
500
392
$165K 0.01%
2,810
393
$165K 0.01%
4,635
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394
$163K 0.01%
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395
$162K 0.01%
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396
$162K 0.01%
1,089
397
$160K 0.01%
1,747
-347
398
$158K 0.01%
650
399
$157K 0.01%
4,548
-224
400
$152K 0.01%
1,359
14 15
16
17 18