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
801
$514 ﹤0.01%
11
802
$470 ﹤0.01%
25
803
$461 ﹤0.01%
11
804
$453 ﹤0.01%
19
805
$452 ﹤0.01%
20
806
$450 ﹤0.01%
100
807
$425 ﹤0.01%
50
808
$413 ﹤0.01%
25
809
$373 ﹤0.01%
10
810
$363 ﹤0.01%
24
811
$361 ﹤0.01%
37
812
$295 ﹤0.01%
4
813
$283 ﹤0.01%
20
814
$276 ﹤0.01%
300
815
$269 ﹤0.01%
6
816
$264 ﹤0.01%
8
817
$255 ﹤0.01%
6
818
$231 ﹤0.01%
4
819
$226 ﹤0.01%
3
820
$224 ﹤0.01%
6
821
$221 ﹤0.01%
20
822
$208 ﹤0.01%
160
823
$157 ﹤0.01%
4
824
$148 ﹤0.01%
1
825
$139 ﹤0.01%
39
-2
31 32
33
34 35