GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
+$2.78M
2
+$2.16M
3
+$2.14M
4
FELE icon
Franklin Electric
FELE
+$1.42M
5
EXLS icon
EXL Service
EXLS
+$1.25M

Top Sells

1
+$5.5M
2
+$5.06M
3
+$2.39M
4
APH icon
Amphenol
APH
+$1.79M
5
FOXF icon
Fox Factory Holding Corp
FOXF
+$1.21M

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
751
$6.72K ﹤0.01%
172
752
$6.71K ﹤0.01%
200
753
$6.62K ﹤0.01%
200
754
$6.42K ﹤0.01%
12
755
$6.39K ﹤0.01%
121
756
$6.3K ﹤0.01%
80
757
$6.23K ﹤0.01%
+84
758
$6.21K ﹤0.01%
75
759
$6.14K ﹤0.01%
+246
760
$6K ﹤0.01%
+56
761
$5.96K ﹤0.01%
185
762
$5.95K ﹤0.01%
103
-492
763
$5.91K ﹤0.01%
200
764
$5.83K ﹤0.01%
119
765
$5.8K ﹤0.01%
464
766
$5.79K ﹤0.01%
220
-16
767
$5.65K ﹤0.01%
57
768
$5.59K ﹤0.01%
5,085
769
$5.53K ﹤0.01%
532
+2
770
$5.53K ﹤0.01%
+149
771
$5.42K ﹤0.01%
+94
772
$5.41K ﹤0.01%
+27
773
$5.4K ﹤0.01%
100
774
$5.36K ﹤0.01%
285
+8
775
$5.33K ﹤0.01%
89
29 30
31
32 33