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
526
$37.3K ﹤0.01%
119
+4
527
$36.8K ﹤0.01%
439
+4
528
$36.3K ﹤0.01%
2,320
529
$36.2K ﹤0.01%
+44
530
$36K ﹤0.01%
500
531
$35.7K ﹤0.01%
1,056
+22
532
$35.6K ﹤0.01%
500
533
$35.5K ﹤0.01%
2,021
-1,996
534
$34.2K ﹤0.01%
781
+138
535
$34K ﹤0.01%
+800
536
$33.8K ﹤0.01%
937
537
$33.4K ﹤0.01%
1,750
538
$33.3K ﹤0.01%
228
+180
539
$33.2K ﹤0.01%
890
-510
540
$33.2K ﹤0.01%
133
541
$33K ﹤0.01%
1,137
+137
542
$32K ﹤0.01%
900
543
$32K ﹤0.01%
482
+1
544
$31.5K ﹤0.01%
398
545
$30.8K ﹤0.01%
450
+1
546
$30.6K ﹤0.01%
2,501
+69
547
$30.4K ﹤0.01%
257
548
$29.3K ﹤0.01%
1,800
549
$29.2K ﹤0.01%
+553
550
$29.1K ﹤0.01%
+62
20 21
22
23 24