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
551
$29K ﹤0.01%
+308
552
$28.9K ﹤0.01%
400
553
$28.5K ﹤0.01%
155
+55
554
$28K ﹤0.01%
375
555
$27.8K ﹤0.01%
5,344
556
$27.3K ﹤0.01%
201
557
$27K ﹤0.01%
200
-4
558
$26.9K ﹤0.01%
345
559
$26.8K ﹤0.01%
341
+115
560
$26.5K ﹤0.01%
669
+2
561
$26.4K ﹤0.01%
+400
562
$26K ﹤0.01%
411
+10
563
$25.8K ﹤0.01%
355
+245
564
$25.8K ﹤0.01%
1,000
565
$25.7K ﹤0.01%
+329
566
$25.4K ﹤0.01%
624
+4
567
$25.2K ﹤0.01%
336
+259
568
$24.9K ﹤0.01%
952
+58
569
$24.7K ﹤0.01%
431
-428
570
$24.3K ﹤0.01%
500
571
$23.6K ﹤0.01%
464
+4
572
$23.5K ﹤0.01%
434
+70
573
$23.5K ﹤0.01%
+81
574
$22.9K ﹤0.01%
615
575
$22.7K ﹤0.01%
895
21 22
23
24 25