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
426
$106K 0.01%
184
427
$102K 0.01%
4,665
+20
428
$102K 0.01%
1,847
429
$101K 0.01%
634
430
$100K 0.01%
4,505
431
$99.4K 0.01%
1,026
432
$97.1K ﹤0.01%
911
-24,237
433
$96.3K ﹤0.01%
313
-27
434
$96.2K ﹤0.01%
3,140
-408
435
$95.3K ﹤0.01%
2,750
436
$93.7K ﹤0.01%
632
+1
437
$91.3K ﹤0.01%
+1,934
438
$91.1K ﹤0.01%
273
439
$90.8K ﹤0.01%
7,241
-2,898
440
$87.7K ﹤0.01%
1,000
441
$87.6K ﹤0.01%
588
+81
442
$86.4K ﹤0.01%
128
+3
443
$86K ﹤0.01%
2,265
444
$84.5K ﹤0.01%
1,733
445
$82.8K ﹤0.01%
81
+24
446
$81.9K ﹤0.01%
1,228
+111
447
$81.7K ﹤0.01%
2,145
+143
448
$81.2K ﹤0.01%
173
+78
449
$80.6K ﹤0.01%
3,300
450
$80.4K ﹤0.01%
2,404
-596
16 17
18
19 20