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
601
$19K ﹤0.01%
+183
602
$18.9K ﹤0.01%
109
-131
603
$18.9K ﹤0.01%
323
604
$18.9K ﹤0.01%
700
605
$18.8K ﹤0.01%
337
+37
606
$18.6K ﹤0.01%
1,200
607
$18.2K ﹤0.01%
45
608
$17.9K ﹤0.01%
80
+5
609
$17.8K ﹤0.01%
494
610
$17.7K ﹤0.01%
59
+25
611
$17.6K ﹤0.01%
+136
612
$17.6K ﹤0.01%
450
613
$17.4K ﹤0.01%
128
-44
614
$17.2K ﹤0.01%
915
615
$17.2K ﹤0.01%
200
616
$17.1K ﹤0.01%
40
617
$16.6K ﹤0.01%
+254
618
$16.3K ﹤0.01%
213
+33
619
$16.2K ﹤0.01%
232
+39
620
$16.2K ﹤0.01%
42
621
$16K ﹤0.01%
200
622
$15.7K ﹤0.01%
509
623
$15.7K ﹤0.01%
285
624
$15.5K ﹤0.01%
+130
625
$15.4K ﹤0.01%
+280
23 24
25
26 27