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
801
$3.81K ﹤0.01%
1,170
802
$3.76K ﹤0.01%
200
803
$3.7K ﹤0.01%
+127
804
$3.62K ﹤0.01%
189
805
$3.62K ﹤0.01%
+16
806
$3.57K ﹤0.01%
+202
807
$3.56K ﹤0.01%
8
808
$3.51K ﹤0.01%
130
809
$3.48K ﹤0.01%
+175
810
$3.47K ﹤0.01%
100
811
$3.36K ﹤0.01%
+78
812
$3.26K ﹤0.01%
50
813
$3.19K ﹤0.01%
+57
814
$3.18K ﹤0.01%
+21
815
$3.16K ﹤0.01%
83
816
$3.15K ﹤0.01%
25
817
$3.13K ﹤0.01%
65
-26,844
818
$3.1K ﹤0.01%
+58
819
$3.1K ﹤0.01%
375
+325
820
$3.08K ﹤0.01%
60
821
$3.08K ﹤0.01%
138
822
$3.05K ﹤0.01%
550
823
$3.02K ﹤0.01%
200
824
$2.99K ﹤0.01%
30
825
$2.98K ﹤0.01%
642
+9
31 32
33
34 35