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
501
$49.6K ﹤0.01%
405
502
$48.9K ﹤0.01%
111
503
$47.8K ﹤0.01%
1,685
+2
504
$47.1K ﹤0.01%
722
505
$45.5K ﹤0.01%
789
+19
506
$45.2K ﹤0.01%
522
+481
507
$45.2K ﹤0.01%
335
508
$44.9K ﹤0.01%
149
509
$44.7K ﹤0.01%
276
510
$44.3K ﹤0.01%
859
+428
511
$43.7K ﹤0.01%
450
512
$43.5K ﹤0.01%
535
+3
513
$41.5K ﹤0.01%
679
514
$41.3K ﹤0.01%
2,140
515
$40.6K ﹤0.01%
240
+175
516
$40.2K ﹤0.01%
460
517
$40.2K ﹤0.01%
2,945
518
$40.1K ﹤0.01%
398
+199
519
$40K ﹤0.01%
+1,608
520
$39.8K ﹤0.01%
95
521
$37.6K ﹤0.01%
435
522
$37.4K ﹤0.01%
595
-9,699
523
$37K ﹤0.01%
500
524
$36.6K ﹤0.01%
2,320
525
$36.3K ﹤0.01%
24
19 20
21
22 23