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
$1.05B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.63M
3
+$1.49M
4
MRTN icon
Marten Transport
MRTN
+$1.18M
5
ULTA icon
Ulta Beauty
ULTA
+$1.13M

Top Sells

1
+$10.7M
2
+$4.25M
3
+$3.3M
4
EPAM icon
EPAM Systems
EPAM
+$3.11M
5
HIG icon
Hartford Financial Services
HIG
+$1.75M

Sector Composition

1 Technology 20.39%
2 Industrials 12.41%
3 Financials 10.07%
4 Healthcare 6.68%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.98M 0.47%
50,395
+824
77
$4.98M 0.47%
76,953
+504
78
$4.91M 0.47%
27,852
+846
79
$4.9M 0.47%
136,227
+9,776
80
$4.8M 0.46%
26,565
+545
81
$4.78M 0.45%
91,626
+3,048
82
$4.68M 0.45%
97,344
+2,418
83
$4.67M 0.44%
23,148
-205
84
$4.67M 0.44%
214,771
-11,029
85
$4.64M 0.44%
39,530
+660
86
$4.52M 0.43%
17,295
+1,960
87
$4.48M 0.43%
146,221
-2,772
88
$4.44M 0.42%
44,250
+6,698
89
$4.24M 0.4%
20,770
+2,027
90
$4.24M 0.4%
15,502
+696
91
$4.16M 0.4%
47,676
+1,771
92
$4.07M 0.39%
18,622
+836
93
$3.98M 0.38%
58,311
+427
94
$3.96M 0.38%
16,011
+1,001
95
$3.93M 0.37%
74,991
+116
96
$3.92M 0.37%
114,038
+16,954
97
$3.89M 0.37%
40,946
+3,214
98
$3.88M 0.37%
114,508
+17,009
99
$3.87M 0.37%
29,390
-479
100
$3.87M 0.37%
28,662
+725
2 3
4
5 6