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
426
$110K 0.01%
757
427
$106K 0.01%
340
428
$104K 0.01%
2,248
429
$104K 0.01%
2,383
-214
430
$102K 0.01%
963
431
$99.1K ﹤0.01%
3,548
432
$98.3K ﹤0.01%
129
+36
433
$96.5K ﹤0.01%
184
434
$95.7K ﹤0.01%
4,505
435
$95.3K ﹤0.01%
4,645
+20
436
$93.9K ﹤0.01%
762
-41
437
$92.7K ﹤0.01%
1,847
-187
438
$92.4K ﹤0.01%
2,750
439
$91.7K ﹤0.01%
1,026
440
$89.4K ﹤0.01%
+183
441
$88.1K ﹤0.01%
1,117
+4
442
$87.9K ﹤0.01%
1,733
443
$87.1K ﹤0.01%
2,265
+365
444
$86.1K ﹤0.01%
1,000
445
$85.7K ﹤0.01%
506
-35
446
$83.3K ﹤0.01%
671
447
$83.3K ﹤0.01%
273
448
$81.4K ﹤0.01%
3,300
449
$81K ﹤0.01%
507
-77
450
$80.9K ﹤0.01%
+3,200
16 17
18
19 20