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
751
$2.3K ﹤0.01%
20
752
$2.26K ﹤0.01%
11
753
$2.12K ﹤0.01%
81
754
$2.08K ﹤0.01%
250
755
$2.02K ﹤0.01%
75
756
$2.01K ﹤0.01%
8
757
$2.01K ﹤0.01%
97
758
$1.94K ﹤0.01%
45
759
$1.85K ﹤0.01%
12
760
$1.81K ﹤0.01%
344
761
$1.7K ﹤0.01%
25
762
$1.68K ﹤0.01%
40
763
$1.67K ﹤0.01%
22
764
$1.64K ﹤0.01%
52
765
$1.64K ﹤0.01%
100
766
$1.53K ﹤0.01%
40
767
$1.52K ﹤0.01%
25
768
$1.49K ﹤0.01%
150
769
$1.4K ﹤0.01%
150
770
$1.39K ﹤0.01%
15
771
$1.36K ﹤0.01%
9
-9
772
$1.32K ﹤0.01%
24
773
$1.27K ﹤0.01%
35
-40
774
$1.24K ﹤0.01%
74
775
$1.2K ﹤0.01%
93
29 30
31
32 33