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GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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
+$1.15M
2
+$1.11M
3
+$1.03M
4
EXLS icon
EXL Service
EXLS
+$961K
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$957K

Top Sells

1
+$2.85M
2
+$2.27M
3
+$1.16M
4
MEI icon
Methode Electronics
MEI
+$1.15M
5
MAN icon
ManpowerGroup
MAN
+$860K

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
826
$109 ﹤0.01%
3
827
$99 ﹤0.01%
100
828
$67 ﹤0.01%
3
829
$66 ﹤0.01%
2
830
$43 ﹤0.01%
3
831
$41 ﹤0.01%
15
832
$36 ﹤0.01%
+1
833
$36 ﹤0.01%
+1
834
$31 ﹤0.01%
1
835
$16 ﹤0.01%
1
836
$14 ﹤0.01%
1
837
$7 ﹤0.01%
+1
838
$5 ﹤0.01%
1
839
– –
0
840
– –
-61
841
– –
-601
842
– –
-228
843
– –
-98
844
– –
-200
845
– –
-24
846
– –
-152
847
– –
-200
848
– –
-97
849
– –
-41
850
– –
-10,828
32 33
34
35 36