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
$2B
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.16M
3
+$1.93M
4
FELE icon
Franklin Electric
FELE
+$1.37M
5
EXLS icon
EXL Service
EXLS
+$1.31M

Top Sells

1
+$5.99M
2
+$5.52M
3
+$2.58M
4
APH icon
Amphenol
APH
+$1.91M
5
FOXF icon
Fox Factory Holding Corp
FOXF
+$1.29M

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
51
$11.9M 0.6%
64,607
+309
52
$11.7M 0.58%
30,196
+446
53
$11.4M 0.57%
76,871
+811
54
$11.4M 0.57%
29,395
+1,125
55
$11.1M 0.56%
106,136
+1,003
56
$11.1M 0.56%
16,928
-224
57
$11.1M 0.56%
75,132
+803
58
$10.9M 0.54%
325,468
+5,008
59
$10.7M 0.54%
65,171
+2,553
60
$10.7M 0.53%
65,604
+3,345
61
$10.5M 0.52%
12,308
-7,052
62
$10.4M 0.52%
45,359
-639
63
$10.3M 0.51%
50,611
+563
64
$10.2M 0.51%
44,698
+59
65
$10.2M 0.51%
17,438
-423
66
$10.1M 0.51%
55,405
+1,488
67
$10.1M 0.5%
80,803
+2,898
68
$9.89M 0.49%
22,985
-498
69
$9.64M 0.48%
37,703
+1,146
70
$9.63M 0.48%
197,480
+4,331
71
$9.51M 0.48%
244,764
+2,740
72
$9.21M 0.46%
104,457
+3,174
73
$9.11M 0.46%
46,837
+2,431
74
$9.08M 0.45%
87,984
+644
75
$9.07M 0.45%
34,547
+1,169
1 2
3
4 5