GIA

GHP Investment Advisors Portfolio holdings

AUM $2.38B
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
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
+$1.25M
2
+$1.25M
3
+$1.06M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$997K
5
EXLS icon
EXL Service
EXLS
+$982K

Top Sells

1
+$3.06M
2
+$2.36M
3
+$1.16M
4
MEI icon
Methode Electronics
MEI
+$1.15M
5
CPRT icon
Copart
CPRT
+$920K

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
51
$12.2M 0.6%
54,192
+531
52
$12.1M 0.6%
28,270
+1,086
53
$12M 0.59%
163,539
-1,139
54
$11.9M 0.59%
320,460
+1,898
55
$11.7M 0.58%
24,048
-776
56
$11.5M 0.57%
50,048
+265
57
$11.5M 0.57%
76,060
+424
58
$11.3M 0.56%
105,133
+365
59
$11.1M 0.55%
17,152
-262
60
$11M 0.54%
62,618
+1,777
61
$10.8M 0.54%
45,998
+270
62
$10.4M 0.52%
172,994
+593
63
$10.2M 0.51%
53,917
+943
64
$9.88M 0.49%
101,283
+1,912
65
$9.68M 0.48%
193,149
+1,340
66
$9.59M 0.48%
17,861
-158
67
$9.47M 0.47%
77,905
+1,446
68
$9.46M 0.47%
13,112
+746
69
$9.45M 0.47%
15,398
+115
70
$9.32M 0.46%
33,378
+1,771
71
$9.28M 0.46%
16,695
-88
72
$9.27M 0.46%
62,259
+8,430
73
$8.94M 0.44%
80,871
-2,200
74
$8.9M 0.44%
23,483
-474
75
$8.89M 0.44%
150,749
+14,114
1 2
3
4 5