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
676
$11.2K ﹤0.01%
254
+1
677
$11.2K ﹤0.01%
+140
678
$11.2K ﹤0.01%
232
+57
679
$10.9K ﹤0.01%
+148
680
$10.8K ﹤0.01%
800
681
$10.6K ﹤0.01%
+77
682
$10.5K ﹤0.01%
+69
683
$10.5K ﹤0.01%
+167
684
$10.3K ﹤0.01%
486
+4
685
$10.3K ﹤0.01%
+131
686
$10.3K ﹤0.01%
100
687
$10.2K ﹤0.01%
+245
688
$10.2K ﹤0.01%
+126
689
$10.2K ﹤0.01%
270
690
$10.1K ﹤0.01%
+167
691
$10K ﹤0.01%
+201
692
$9.95K ﹤0.01%
+76
693
$9.92K ﹤0.01%
300
694
$9.83K ﹤0.01%
+117
695
$9.71K ﹤0.01%
180
+55
696
$9.7K ﹤0.01%
126
697
$9.69K ﹤0.01%
138
-126
698
$9.61K ﹤0.01%
50
699
$9.56K ﹤0.01%
1,285
-1
700
$9.44K ﹤0.01%
147
26 27
28
29 30