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
401
$145K 0.01%
1,264
-1,024
402
$144K 0.01%
773
403
$142K 0.01%
1,205
404
$141K 0.01%
4,360
405
$139K 0.01%
922
+165
406
$136K 0.01%
4,370
407
$133K 0.01%
667
+161
408
$131K 0.01%
745
+309
409
$131K 0.01%
2,427
+9
410
$130K 0.01%
1,484
+416
411
$129K 0.01%
2,149
412
$127K 0.01%
1,005
-84
413
$125K 0.01%
3,170
+39
414
$124K 0.01%
4,800
415
$123K 0.01%
1,500
416
$122K 0.01%
3,925
417
$120K 0.01%
366
-9
418
$116K 0.01%
1,071
419
$115K 0.01%
452
420
$114K 0.01%
1,331
421
$114K 0.01%
+4,323
422
$111K 0.01%
804
+28
423
$111K 0.01%
706
+19
424
$109K 0.01%
2,394
+11
425
$109K 0.01%
2,248
15 16
17
18 19