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
601
$17.8K ﹤0.01%
494
602
$17.7K ﹤0.01%
65
603
$17.2K ﹤0.01%
65
-76
604
$17.2K ﹤0.01%
139
605
$17.1K ﹤0.01%
392
606
$16.6K ﹤0.01%
422
-442
607
$16.6K ﹤0.01%
6,000
608
$16.5K ﹤0.01%
+100
609
$16.4K ﹤0.01%
50
610
$16.1K ﹤0.01%
285
611
$15.8K ﹤0.01%
441
612
$15.7K ﹤0.01%
161
613
$15.6K ﹤0.01%
311
+3
614
$15.5K ﹤0.01%
+300
615
$15.4K ﹤0.01%
180
616
$15.4K ﹤0.01%
200
617
$15.1K ﹤0.01%
550
618
$14.9K ﹤0.01%
42
619
$14.8K ﹤0.01%
40
620
$14.6K ﹤0.01%
289
-111
621
$14.2K ﹤0.01%
755
622
$14.1K ﹤0.01%
300
623
$14.1K ﹤0.01%
+430
624
$13.9K ﹤0.01%
110
625
$13.7K ﹤0.01%
215
23 24
25
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