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
626
$13.7K ﹤0.01%
193
627
$13.6K ﹤0.01%
100
628
$13.6K ﹤0.01%
300
629
$13.3K ﹤0.01%
113
630
$13.2K ﹤0.01%
471
631
$13.2K ﹤0.01%
415
632
$13.1K ﹤0.01%
1,098
+11
633
$13.1K ﹤0.01%
253
+1
634
$12.7K ﹤0.01%
668
635
$12.7K ﹤0.01%
15
636
$12.6K ﹤0.01%
200
637
$12.6K ﹤0.01%
+326
638
$12.6K ﹤0.01%
450
-53
639
$12.4K ﹤0.01%
250
640
$12.2K ﹤0.01%
200
-50
641
$11.9K ﹤0.01%
+245
642
$11.9K ﹤0.01%
34
643
$11.7K ﹤0.01%
300
644
$11.5K ﹤0.01%
500
645
$11.3K ﹤0.01%
220
646
$11.2K ﹤0.01%
917
647
$11.2K ﹤0.01%
1,286
-473
648
$11.1K ﹤0.01%
50
649
$10.8K ﹤0.01%
+200
650
$10.2K ﹤0.01%
+100
24 25
26
27 28