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
651
$13.4K ﹤0.01%
500
652
$13.2K ﹤0.01%
113
653
$13.2K ﹤0.01%
668
654
$13K ﹤0.01%
+450
655
$13K ﹤0.01%
100
656
$12.9K ﹤0.01%
300
657
$12.8K ﹤0.01%
415
658
$12.8K ﹤0.01%
100
659
$12.7K ﹤0.01%
200
660
$12.6K ﹤0.01%
+33
661
$12.6K ﹤0.01%
+123
662
$12.5K ﹤0.01%
450
663
$12.4K ﹤0.01%
+261
664
$12.1K ﹤0.01%
+104
665
$12.1K ﹤0.01%
485
+148
666
$12.1K ﹤0.01%
50
667
$11.9K ﹤0.01%
+334
668
$11.9K ﹤0.01%
+2,000
669
$11.8K ﹤0.01%
1,111
+13
670
$11.6K ﹤0.01%
+133
671
$11.5K ﹤0.01%
245
672
$11.4K ﹤0.01%
+167
673
$11.4K ﹤0.01%
258
+110
674
$11.3K ﹤0.01%
917
675
$11.3K ﹤0.01%
+97