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
726
$3.63K ﹤0.01%
30
727
$3.57K ﹤0.01%
121
+1
728
$3.49K ﹤0.01%
83
729
$3.43K ﹤0.01%
40
730
$3.35K ﹤0.01%
130
731
$3.3K ﹤0.01%
+1,084
732
$3.23K ﹤0.01%
60
733
$3.19K ﹤0.01%
8
734
$3.14K ﹤0.01%
108
735
$3.1K ﹤0.01%
138
736
$3.07K ﹤0.01%
633
737
$3.06K ﹤0.01%
550
738
$3.03K ﹤0.01%
100
739
$2.97K ﹤0.01%
200
740
$2.96K ﹤0.01%
36
741
$2.96K ﹤0.01%
136
-433
742
$2.93K ﹤0.01%
255
743
$2.85K ﹤0.01%
70
744
$2.82K ﹤0.01%
150
745
$2.62K ﹤0.01%
44
746
$2.56K ﹤0.01%
+168
747
$2.52K ﹤0.01%
50
+48
748
$2.45K ﹤0.01%
25
-103
749
$2.31K ﹤0.01%
+81
750
$2.31K ﹤0.01%
500
28 29
30
31 32