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
576
$22.6K ﹤0.01%
100
577
$22.5K ﹤0.01%
480
578
$21.8K ﹤0.01%
327
+254
579
$21.8K ﹤0.01%
1,266
-133
580
$21.5K ﹤0.01%
522
+2
581
$21.3K ﹤0.01%
322
582
$21.3K ﹤0.01%
1,586
-346
583
$21.3K ﹤0.01%
+86
584
$21.1K ﹤0.01%
85
+20
585
$21.1K ﹤0.01%
3,285
586
$21K ﹤0.01%
20
587
$20.8K ﹤0.01%
255
588
$20.7K ﹤0.01%
1,137
589
$20.7K ﹤0.01%
409
+5
590
$20.6K ﹤0.01%
50
591
$20.4K ﹤0.01%
203
+3
592
$20.3K ﹤0.01%
536
+2
593
$20.1K ﹤0.01%
392
594
$19.9K ﹤0.01%
302
595
$19.8K ﹤0.01%
501
596
$19.7K ﹤0.01%
+26
597
$19.6K ﹤0.01%
7,267
+110
598
$19.4K ﹤0.01%
178
599
$19.2K ﹤0.01%
518
600
$19.1K ﹤0.01%
126
22 23
24
25 26