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
576
$20.8K ﹤0.01%
100
-71
577
$20.8K ﹤0.01%
126
578
$20.6K ﹤0.01%
700
579
$20.6K ﹤0.01%
895
-115
580
$20.5K ﹤0.01%
75
581
$20.4K ﹤0.01%
404
+5
582
$20.3K ﹤0.01%
509
583
$20.2K ﹤0.01%
50
584
$20.1K ﹤0.01%
200
+3
585
$19.9K ﹤0.01%
145
586
$19.6K ﹤0.01%
200
587
$19.6K ﹤0.01%
264
+126
588
$19.5K ﹤0.01%
226
589
$19.5K ﹤0.01%
45
590
$19.4K ﹤0.01%
100
591
$19.3K ﹤0.01%
20
592
$19.2K ﹤0.01%
501
593
$19.2K ﹤0.01%
200
594
$19.1K ﹤0.01%
1,200
595
$18.7K ﹤0.01%
7,157
+110
596
$18.3K ﹤0.01%
518
597
$18.3K ﹤0.01%
323
598
$18.2K ﹤0.01%
178
599
$18.1K ﹤0.01%
915
600
$17.9K ﹤0.01%
364
+2
22 23
24
25 26