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
476
$63.9K ﹤0.01%
2,400
477
$63.7K ﹤0.01%
418
478
$62.6K ﹤0.01%
850
+15
479
$62.6K ﹤0.01%
1,347
+42
480
$62.2K ﹤0.01%
2,343
481
$61.3K ﹤0.01%
213
482
$60.8K ﹤0.01%
678
+9
483
$60.4K ﹤0.01%
623
-102
484
$60.3K ﹤0.01%
1,061
+861
485
$59.3K ﹤0.01%
800
486
$58.5K ﹤0.01%
584
+10
487
$57.6K ﹤0.01%
340
-150
488
$57.6K ﹤0.01%
+336
489
$57.1K ﹤0.01%
1,300
490
$56.6K ﹤0.01%
+1,163
491
$56K ﹤0.01%
575
492
$55.9K ﹤0.01%
34
+10
493
$55.2K ﹤0.01%
224
494
$54.4K ﹤0.01%
748
495
$53.5K ﹤0.01%
427
+168
496
$53.3K ﹤0.01%
802
+80
497
$53.1K ﹤0.01%
1,455
+48
498
$53K ﹤0.01%
206
+57
499
$52.4K ﹤0.01%
345
+4
500
$52.3K ﹤0.01%
933
18 19
20
21 22