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
376
$186K 0.01%
2,077
-750
377
$186K 0.01%
1,167
-106
378
$183K 0.01%
1,880
-121
379
$182K 0.01%
2,945
+95
380
$180K 0.01%
420
381
$178K 0.01%
9,947
-1,913
382
$178K 0.01%
826
383
$177K 0.01%
791
384
$173K 0.01%
813
+4
385
$172K 0.01%
2,810
386
$171K 0.01%
1,685
-62
387
$171K 0.01%
2,963
388
$168K 0.01%
1,221
389
$167K 0.01%
2,219
+143
390
$167K 0.01%
1,276
391
$165K 0.01%
3,200
392
$161K 0.01%
500
393
$160K 0.01%
1,501
394
$158K 0.01%
4,550
+2
395
$157K 0.01%
4,487
-148
396
$153K 0.01%
773
-30
397
$152K 0.01%
1,372
+13
398
$150K 0.01%
853
-30
399
$146K 0.01%
650
400
$146K 0.01%
868
14 15
16
17 18