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
526
$36.2K ﹤0.01%
500
-51
527
$35.9K ﹤0.01%
1,034
+23
528
$35.5K ﹤0.01%
494
529
$35.3K ﹤0.01%
937
530
$35.3K ﹤0.01%
259
+2
531
$34.5K ﹤0.01%
1,750
532
$34.1K ﹤0.01%
595
+1
533
$34K ﹤0.01%
2,432
+43
534
$33.9K ﹤0.01%
257
535
$33.3K ﹤0.01%
398
536
$33K ﹤0.01%
204
537
$32.6K ﹤0.01%
900
+500
538
$31.9K ﹤0.01%
133
539
$31.4K ﹤0.01%
345
540
$31.4K ﹤0.01%
449
541
$30.8K ﹤0.01%
481
+2
542
$30.5K ﹤0.01%
486
-35
543
$30.3K ﹤0.01%
115
544
$29.5K ﹤0.01%
5,344
545
$29.4K ﹤0.01%
375
546
$29.2K ﹤0.01%
1,000
547
$27.4K ﹤0.01%
667
+1
548
$27K ﹤0.01%
+480
549
$26.9K ﹤0.01%
643
550
$26.8K ﹤0.01%
400
-247
20 21
22
23 24