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
876
$1.54K ﹤0.01%
+102
877
$1.51K ﹤0.01%
250
878
$1.39K ﹤0.01%
40
879
$1.35K ﹤0.01%
9
880
$1.32K ﹤0.01%
15
881
$1.3K ﹤0.01%
+5
882
$1.29K ﹤0.01%
37
-8,937
883
$1.29K ﹤0.01%
74
884
$1.29K ﹤0.01%
+6
885
$1.25K ﹤0.01%
+46
886
$1.23K ﹤0.01%
45
887
$1.23K ﹤0.01%
52
888
$1.22K ﹤0.01%
25
889
$1.21K ﹤0.01%
35
890
$1.15K ﹤0.01%
15
891
$1.09K ﹤0.01%
30
892
$1.08K ﹤0.01%
15
893
$1.06K ﹤0.01%
27
+1
894
$1.05K ﹤0.01%
+5
895
$1.04K ﹤0.01%
53
896
$1.03K ﹤0.01%
+40
897
$995 ﹤0.01%
21
898
$928 ﹤0.01%
20
899
$903 ﹤0.01%
14
900
$880 ﹤0.01%
10
34 35
36
37 38