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
701
$6.04K ﹤0.01%
93
702
$6.03K ﹤0.01%
64
703
$5.89K ﹤0.01%
+1,000
704
$5.89K ﹤0.01%
200
705
$5.87K ﹤0.01%
57
706
$5.8K ﹤0.01%
89
707
$5.79K ﹤0.01%
25
708
$5.53K ﹤0.01%
277
709
$5.47K ﹤0.01%
+100
710
$5.14K ﹤0.01%
236
+16
711
$5.13K ﹤0.01%
148
712
$5.01K ﹤0.01%
100
713
$4.99K ﹤0.01%
125
714
$4.98K ﹤0.01%
+45
715
$4.88K ﹤0.01%
73
716
$4.6K ﹤0.01%
25
717
$4.58K ﹤0.01%
103
718
$4.32K ﹤0.01%
100
719
$4.25K ﹤0.01%
477
720
$4.25K ﹤0.01%
100
721
$4.19K ﹤0.01%
200
722
$3.77K ﹤0.01%
189
-332
723
$3.73K ﹤0.01%
175
724
$3.7K ﹤0.01%
50
+1
725
$3.64K ﹤0.01%
135
27 28
29
30 31