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
701
$9.18K ﹤0.01%
1,229
702
$9.09K ﹤0.01%
+272
703
$9.01K ﹤0.01%
50
704
$8.91K ﹤0.01%
+69
705
$8.85K ﹤0.01%
+113
706
$8.81K ﹤0.01%
+37
707
$8.81K ﹤0.01%
+46
708
$8.77K ﹤0.01%
230
709
$8.73K ﹤0.01%
174
+124
710
$8.73K ﹤0.01%
200
711
$8.66K ﹤0.01%
+183
712
$8.64K ﹤0.01%
+42
713
$8.62K ﹤0.01%
+141
714
$8.6K ﹤0.01%
+151
715
$8.55K ﹤0.01%
685
+10
716
$8.49K ﹤0.01%
+300
717
$8.45K ﹤0.01%
168
+149
718
$8.35K ﹤0.01%
36
719
$8.32K ﹤0.01%
+93
720
$8.25K ﹤0.01%
33
+8
721
$8.22K ﹤0.01%
22
722
$8.18K ﹤0.01%
+130
723
$8.13K ﹤0.01%
+431
724
$8K ﹤0.01%
+93
725
$7.81K ﹤0.01%
143
27 28
29
30 31