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
726
$7.8K ﹤0.01%
100
727
$7.78K ﹤0.01%
50
728
$7.76K ﹤0.01%
200
729
$7.72K ﹤0.01%
+53
730
$7.67K ﹤0.01%
+13
731
$7.66K ﹤0.01%
145
732
$7.63K ﹤0.01%
200
733
$7.6K ﹤0.01%
400
734
$7.55K ﹤0.01%
+60
735
$7.5K ﹤0.01%
+57
736
$7.5K ﹤0.01%
+281
737
$7.49K ﹤0.01%
400
738
$7.47K ﹤0.01%
+120
739
$7.37K ﹤0.01%
75
740
$7.27K ﹤0.01%
130
741
$7.22K ﹤0.01%
+8
742
$7.17K ﹤0.01%
+50
743
$7.13K ﹤0.01%
6
744
$7.09K ﹤0.01%
+166
745
$7.02K ﹤0.01%
+86
746
$7K ﹤0.01%
54
747
$6.91K ﹤0.01%
64
748
$6.89K ﹤0.01%
+130
749
$6.82K ﹤0.01%
+66
750
$6.79K ﹤0.01%
46
28 29
30
31 32