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
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
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0
840
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842
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843
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844
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32 33
34
35 36