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
626
$15.3K ﹤0.01%
243
+150
627
$15.2K ﹤0.01%
550
628
$15.2K ﹤0.01%
162
-360
629
$15K ﹤0.01%
220
630
$14.9K ﹤0.01%
91
-52
631
$14.9K ﹤0.01%
6,000
632
$14.8K ﹤0.01%
313
+2
633
$14.8K ﹤0.01%
755
634
$14.7K ﹤0.01%
289
635
$14.6K ﹤0.01%
+68
636
$14.6K ﹤0.01%
513
+72
637
$14.6K ﹤0.01%
71
+60
638
$14.5K ﹤0.01%
110
639
$14.4K ﹤0.01%
65
640
$14.2K ﹤0.01%
+329
641
$14.2K ﹤0.01%
200
642
$14.1K ﹤0.01%
+500
643
$14.1K ﹤0.01%
100
644
$14K ﹤0.01%
471
645
$13.8K ﹤0.01%
+533
646
$13.6K ﹤0.01%
+254
647
$13.6K ﹤0.01%
+417
648
$13.5K ﹤0.01%
161
649
$13.5K ﹤0.01%
250
650
$13.4K ﹤0.01%
430
24 25
26
27 28