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
651
$9.98K ﹤0.01%
+175
652
$9.92K ﹤0.01%
99
+2
653
$9.77K ﹤0.01%
482
+5
654
$9.63K ﹤0.01%
50
655
$9.26K ﹤0.01%
100
656
$9.08K ﹤0.01%
200
-4
657
$9.08K ﹤0.01%
126
658
$9.06K ﹤0.01%
200
659
$9.04K ﹤0.01%
+230
660
$8.96K ﹤0.01%
300
-728
661
$8.88K ﹤0.01%
675
662
$8.85K ﹤0.01%
270
663
$8.84K ﹤0.01%
200
664
$8.84K ﹤0.01%
1,229
665
$8.75K ﹤0.01%
200
666
$8.63K ﹤0.01%
147
667
$8.47K ﹤0.01%
110
668
$8.37K ﹤0.01%
130
669
$8.17K ﹤0.01%
143
670
$7.93K ﹤0.01%
5,085
671
$7.82K ﹤0.01%
+145
672
$7.81K ﹤0.01%
400
673
$7.63K ﹤0.01%
22
674
$7.62K ﹤0.01%
100
675
$7.58K ﹤0.01%
75
25 26
27
28 29