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
776
$5.15K ﹤0.01%
+115
777
$5.12K ﹤0.01%
150
778
$5.12K ﹤0.01%
100
779
$4.81K ﹤0.01%
215
780
$4.8K ﹤0.01%
+57
781
$4.75K ﹤0.01%
40
-200
782
$4.72K ﹤0.01%
+53
783
$4.66K ﹤0.01%
103
784
$4.64K ﹤0.01%
+17
785
$4.58K ﹤0.01%
25
786
$4.55K ﹤0.01%
135
787
$4.43K ﹤0.01%
+31
788
$4.39K ﹤0.01%
100
789
$4.28K ﹤0.01%
175
790
$4.23K ﹤0.01%
477
791
$4.22K ﹤0.01%
+87
792
$4.2K ﹤0.01%
100
793
$4.09K ﹤0.01%
+350
794
$4.05K ﹤0.01%
300
-53,528
795
$4.04K ﹤0.01%
+94
796
$3.92K ﹤0.01%
51
+29
797
$3.9K ﹤0.01%
121
798
$3.88K ﹤0.01%
+105
799
$3.88K ﹤0.01%
+180
800
$3.86K ﹤0.01%
125
30 31
32
33 34