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
776
$1.2K ﹤0.01%
25
777
$1.19K ﹤0.01%
14
-2
778
$1.15K ﹤0.01%
53
779
$1.12K ﹤0.01%
80
780
$1.09K ﹤0.01%
30
-30
781
$1.09K ﹤0.01%
10
782
$1.07K ﹤0.01%
26
783
$1.06K ﹤0.01%
15
784
$1.02K ﹤0.01%
380
785
$999 ﹤0.01%
+225
786
$997 ﹤0.01%
21
787
$976 ﹤0.01%
20
788
$956 ﹤0.01%
19
789
$820 ﹤0.01%
45
790
$818 ﹤0.01%
123
791
$808 ﹤0.01%
+9
792
$795 ﹤0.01%
35
793
$793 ﹤0.01%
185
-1
794
$775 ﹤0.01%
+23
795
$716 ﹤0.01%
+45
796
$663 ﹤0.01%
17
797
$659 ﹤0.01%
21
798
$635 ﹤0.01%
25
799
$583 ﹤0.01%
50
800
$538 ﹤0.01%
+100
30 31
32
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