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
926
$476 ﹤0.01%
+3
927
$473 ﹤0.01%
+4
928
$468 ﹤0.01%
19
929
$455 ﹤0.01%
11
930
$454 ﹤0.01%
+4
931
$438 ﹤0.01%
24
-1
932
$416 ﹤0.01%
100
933
$412 ﹤0.01%
25
934
$397 ﹤0.01%
20
935
$391 ﹤0.01%
+23
936
$377 ﹤0.01%
100
937
$361 ﹤0.01%
37
938
$323 ﹤0.01%
10
939
$300 ﹤0.01%
20
940
$299 ﹤0.01%
+1
941
$288 ﹤0.01%
6
942
$275 ﹤0.01%
4
943
$275 ﹤0.01%
+20
944
$268 ﹤0.01%
5
+4
945
$246 ﹤0.01%
6
946
$237 ﹤0.01%
4
947
$235 ﹤0.01%
24
948
$226 ﹤0.01%
6
949
$198 ﹤0.01%
8
950
$161 ﹤0.01%
1
36 37
38
39 40