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
26
$16M 0.79%
121,320
+1,341
27
$15.9M 0.79%
57,885
+765
28
$15.6M 0.77%
29,750
-509
29
$15.4M 0.77%
550,984
+27,475
30
$15.4M 0.76%
39,089
-1,117
31
$15.2M 0.75%
59,441
-996
32
$14.5M 0.72%
75,836
+873
33
$14.2M 0.7%
139,924
+1,388
34
$14.2M 0.7%
19,360
-445
35
$14M 0.69%
39,991
-950
36
$13.6M 0.67%
163,739
+2,372
37
$13.5M 0.67%
148,099
-1,194
38
$13.4M 0.66%
58,670
-473
39
$13.3M 0.66%
82,159
+2,185
40
$13.2M 0.65%
74,329
+1,846
41
$13.1M 0.65%
111,142
-1,066
42
$12.9M 0.64%
44,268
+1,237
43
$12.8M 0.64%
35,844
+295
44
$12.7M 0.63%
18,252
-259
45
$12.5M 0.62%
60,668
-42
46
$12.5M 0.62%
21,826
-4,123
47
$12.5M 0.62%
118,613
+507
48
$12.4M 0.61%
127,119
+2,157
49
$12.4M 0.61%
64,298
+666
50
$12.3M 0.61%
97,809
+266
1
2
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