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
851
$2.22K ﹤0.01%
+105
852
$2.17K ﹤0.01%
40
853
$2.17K ﹤0.01%
+103
854
$2.15K ﹤0.01%
+41
855
$2.11K ﹤0.01%
+106
856
$2.11K ﹤0.01%
+52
857
$2.1K ﹤0.01%
75
858
$2.07K ﹤0.01%
100
-50
859
$1.99K ﹤0.01%
+15
860
$1.97K ﹤0.01%
67
+66
861
$1.96K ﹤0.01%
+313
862
$1.85K ﹤0.01%
45
863
$1.82K ﹤0.01%
+18
864
$1.81K ﹤0.01%
25
865
$1.8K ﹤0.01%
+25
866
$1.76K ﹤0.01%
500
867
$1.75K ﹤0.01%
97
868
$1.69K ﹤0.01%
25
869
$1.69K ﹤0.01%
+22
870
$1.67K ﹤0.01%
138
+2
871
$1.65K ﹤0.01%
100
872
$1.64K ﹤0.01%
8
873
$1.61K ﹤0.01%
+15
874
$1.6K ﹤0.01%
+38
875
$1.56K ﹤0.01%
+8
33 34
35
36 37