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
451
$80.4K ﹤0.01%
874
+1
452
$79.8K ﹤0.01%
800
453
$79.5K ﹤0.01%
610
+243
454
$78.8K ﹤0.01%
2,756
-901
455
$78.1K ﹤0.01%
825
-104
456
$77.4K ﹤0.01%
1,068
+24
457
$76.6K ﹤0.01%
264
-26
458
$76K ﹤0.01%
3,176
459
$76K ﹤0.01%
3,273
460
$75.9K ﹤0.01%
125
-6
461
$74.1K ﹤0.01%
1,352
+325
462
$73.9K ﹤0.01%
2,002
463
$73.4K ﹤0.01%
2,508
464
$73.1K ﹤0.01%
954
465
$72.9K ﹤0.01%
1,168
+14
466
$71.9K ﹤0.01%
725
+2
467
$71.3K ﹤0.01%
+1,905
468
$71.2K ﹤0.01%
631
469
$71.2K ﹤0.01%
436
470
$70.7K ﹤0.01%
1,000
471
$69.6K ﹤0.01%
490
+302
472
$69.2K ﹤0.01%
418
+1
473
$66.9K ﹤0.01%
729
+218
474
$66K ﹤0.01%
458
+62
475
$65.3K ﹤0.01%
224
17 18
19
20 21