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
$2.02B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.25M
3
+$1.06M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$997K
5
EXLS icon
EXL Service
EXLS
+$982K

Top Sells

1
+$3.06M
2
+$2.36M
3
+$1.16M
4
MEI icon
Methode Electronics
MEI
+$1.15M
5
CPRT icon
Copart
CPRT
+$920K

Sector Composition

1 Technology 20.41%
2 Industrials 16.25%
3 Financials 11.19%
4 Healthcare 8.47%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.87M 0.44%
32,625
+1,776
77
$8.86M 0.44%
36,557
+1,434
78
$8.83M 0.44%
44,639
+206
79
$8.8M 0.44%
24,227
+296
80
$8.78M 0.43%
175,886
+5,929
81
$8.44M 0.42%
93,350
+3,359
82
$8.42M 0.42%
25,235
+651
83
$8.38M 0.42%
28,910
+892
84
$8.28M 0.41%
87,340
+1,548
85
$8.27M 0.41%
16,713
+329
86
$8.19M 0.41%
51,786
+1,684
87
$8.11M 0.4%
44,360
+3,129
88
$8.08M 0.4%
132,997
-488
89
$7.98M 0.4%
242,024
+8,261
90
$7.92M 0.39%
26,736
+61
91
$7.84M 0.39%
38,251
-532
92
$7.82M 0.39%
19,653
-325
93
$7.75M 0.38%
50,038
+1,247
94
$7.74M 0.38%
44,406
+2,475
95
$7.72M 0.38%
63,063
+2,222
96
$7.66M 0.38%
15,185
-610
97
$7.66M 0.38%
97,483
+1,593
98
$7.52M 0.37%
14,503
+384
99
$7.48M 0.37%
65,495
-768
100
$7.41M 0.37%
33,921
+3,214
2 3
4
5 6