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
451
$80.3K ﹤0.01%
3,200
452
$80.2K ﹤0.01%
875
+1
453
$79.2K ﹤0.01%
671
454
$78.8K ﹤0.01%
264
455
$78.4K ﹤0.01%
1,905
456
$77.4K ﹤0.01%
640
-122
457
$77.3K ﹤0.01%
825
458
$76.8K ﹤0.01%
954
459
$76.2K ﹤0.01%
3,176
460
$76K ﹤0.01%
3,273
461
$75.3K ﹤0.01%
2,508
462
$74.2K ﹤0.01%
2,517
-239
463
$73.3K ﹤0.01%
750
-213
464
$72.4K ﹤0.01%
92
-37
465
$71.9K ﹤0.01%
+1,239
466
$71.8K ﹤0.01%
1,000
467
$70.8K ﹤0.01%
679
468
$70.1K ﹤0.01%
461
+3
469
$68.5K ﹤0.01%
4,222
-5,099
470
$68K ﹤0.01%
894
+400
471
$67.7K ﹤0.01%
1,183
+15
472
$67.2K ﹤0.01%
2,138
+536
473
$66.6K ﹤0.01%
699
474
$65.6K ﹤0.01%
+850
475
$64.1K ﹤0.01%
570
-40
17 18
19
20 21