GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
+$2.78M
2
+$2.16M
3
+$2.14M
4
FELE icon
Franklin Electric
FELE
+$1.42M
5
EXLS icon
EXL Service
EXLS
+$1.25M

Top Sells

1
+$5.5M
2
+$5.06M
3
+$2.39M
4
APH icon
Amphenol
APH
+$1.79M
5
FOXF icon
Fox Factory Holding Corp
FOXF
+$1.21M

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
25 26
27
28 29