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
501
$50.8K ﹤0.01%
2,586
502
$50.5K ﹤0.01%
1,629
+728
503
$50.4K ﹤0.01%
335
504
$49.2K ﹤0.01%
92
-91
505
$48.7K ﹤0.01%
1,033
-319
506
$48.6K ﹤0.01%
686
+471
507
$48.2K ﹤0.01%
679
508
$47.9K ﹤0.01%
450
509
$47.7K ﹤0.01%
345
-39
510
$45.3K ﹤0.01%
405
511
$45K ﹤0.01%
789
512
$44.9K ﹤0.01%
460
513
$44K ﹤0.01%
+413
514
$42.8K ﹤0.01%
425
+27
515
$42.8K ﹤0.01%
83
516
$42.8K ﹤0.01%
111
517
$41.6K ﹤0.01%
2,945
518
$41.1K ﹤0.01%
276
519
$40.9K ﹤0.01%
446
-283
520
$40.9K ﹤0.01%
2,140
521
$40.8K ﹤0.01%
383
+2
522
$39.8K ﹤0.01%
1,608
523
$39.5K ﹤0.01%
1,584
-4,860
524
$38.5K ﹤0.01%
539
+4
525
$37.5K ﹤0.01%
1,307
-378
19 20
21
22 23