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
476
$63.4K ﹤0.01%
679
477
$61.8K ﹤0.01%
1,602
478
$61.8K ﹤0.01%
213
479
$61.7K ﹤0.01%
4,017
+2,000
480
$60.1K ﹤0.01%
699
-2,663
481
$60K ﹤0.01%
2,400
482
$59.2K ﹤0.01%
1,305
+1
483
$59.2K ﹤0.01%
2,343
-395
484
$58.7K ﹤0.01%
381
485
$56.4K ﹤0.01%
1,400
486
$55.8K ﹤0.01%
835
+7
487
$55.5K ﹤0.01%
574
488
$55.3K ﹤0.01%
57
489
$55.1K ﹤0.01%
1,300
490
$54.7K ﹤0.01%
933
491
$54K ﹤0.01%
+336
492
$54K ﹤0.01%
748
493
$54K ﹤0.01%
575
494
$53.8K ﹤0.01%
205
495
$53.7K ﹤0.01%
669
+5
496
$53.3K ﹤0.01%
341
+5
497
$52.7K ﹤0.01%
83
498
$52.3K ﹤0.01%
1,407
-1,446
499
$51.7K ﹤0.01%
2,586
500
$50.4K ﹤0.01%
384
18 19
20
21 22