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
551
$26.4K ﹤0.01%
3,285
552
$26.2K ﹤0.01%
620
+7
553
$26K ﹤0.01%
201
554
$25.7K ﹤0.01%
901
555
$25.6K ﹤0.01%
240
+20
556
$25.4K ﹤0.01%
1,800
-200
557
$25.3K ﹤0.01%
322
558
$25K ﹤0.01%
460
+4
559
$24.9K ﹤0.01%
1,000
560
$24.4K ﹤0.01%
1,137
561
$24.3K ﹤0.01%
500
562
$24.2K ﹤0.01%
143
563
$24.1K ﹤0.01%
172
-151
564
$23.7K ﹤0.01%
205
565
$23.5K ﹤0.01%
615
566
$23.3K ﹤0.01%
401
567
$23.3K ﹤0.01%
302
568
$22.7K ﹤0.01%
894
+102
569
$22.5K ﹤0.01%
450
570
$22.2K ﹤0.01%
1,399
-333
571
$22.2K ﹤0.01%
800
572
$21.9K ﹤0.01%
520
+2
573
$21.2K ﹤0.01%
1,932
+1,324
574
$20.9K ﹤0.01%
534
575
$20.9K ﹤0.01%
255
21 22
23
24 25