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
$2.02B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.11M
3
+$1.03M
4
EXLS icon
EXL Service
EXLS
+$961K
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$957K

Top Sells

1
+$2.85M
2
+$2.27M
3
+$1.16M
4
MEI icon
Methode Electronics
MEI
+$1.15M
5
MAN icon
ManpowerGroup
MAN
+$860K

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
676
$7.56K ﹤0.01%
337
-191
677
$7.42K ﹤0.01%
50
678
$7.32K ﹤0.01%
6
679
$7.26K ﹤0.01%
75
680
$7.21K ﹤0.01%
125
681
$7.19K ﹤0.01%
36
682
$7.02K ﹤0.01%
46
683
$6.9K ﹤0.01%
48
-47
684
$6.82K ﹤0.01%
100
685
$6.68K ﹤0.01%
12
686
$6.67K ﹤0.01%
54
687
$6.67K ﹤0.01%
200
688
$6.64K ﹤0.01%
77
689
$6.61K ﹤0.01%
+80
690
$6.55K ﹤0.01%
121
691
$6.54K ﹤0.01%
400
692
$6.5K ﹤0.01%
119
693
$6.43K ﹤0.01%
185
694
$6.24K ﹤0.01%
25
695
$6.24K ﹤0.01%
530
+2
696
$6.21K ﹤0.01%
172
697
$6.2K ﹤0.01%
1,170
698
$6.16K ﹤0.01%
464
699
$6.07K ﹤0.01%
+150
700
$6.05K ﹤0.01%
215
26 27
28
29 30