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
$2B
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.16M
3
+$1.93M
4
FELE icon
Franklin Electric
FELE
+$1.37M
5
EXLS icon
EXL Service
EXLS
+$1.31M

Top Sells

1
+$5.99M
2
+$5.52M
3
+$2.58M
4
APH icon
Amphenol
APH
+$1.91M
5
FOXF icon
Fox Factory Holding Corp
FOXF
+$1.29M

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
826
$2.92K ﹤0.01%
36
827
$2.86K ﹤0.01%
+77
828
$2.8K ﹤0.01%
81
-245
829
$2.79K ﹤0.01%
100
830
$2.73K ﹤0.01%
+131
831
$2.7K ﹤0.01%
+24
832
$2.7K ﹤0.01%
1,074
-10
833
$2.69K ﹤0.01%
71
+1
834
$2.68K ﹤0.01%
+86
835
$2.62K ﹤0.01%
+13
836
$2.62K ﹤0.01%
+95
837
$2.61K ﹤0.01%
+57
838
$2.51K ﹤0.01%
+8
839
$2.5K ﹤0.01%
+175
840
$2.44K ﹤0.01%
147
-108
841
$2.43K ﹤0.01%
25
842
$2.42K ﹤0.01%
+72
843
$2.42K ﹤0.01%
+22
844
$2.39K ﹤0.01%
20
845
$2.35K ﹤0.01%
44
846
$2.3K ﹤0.01%
+241
847
$2.25K ﹤0.01%
+50
848
$2.25K ﹤0.01%
179
+86
849
$2.25K ﹤0.01%
+34
850
$2.23K ﹤0.01%
81
32 33
34
35 36