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
76
$8.94M 0.45%
170,703
+19,954
77
$8.83M 0.44%
13,648
+536
78
$8.74M 0.44%
29,149
+239
79
$8.73M 0.44%
16,106
+708
80
$8.62M 0.43%
16,932
+219
81
$8.61M 0.43%
80,694
-177
82
$8.54M 0.43%
33,211
+586
83
$8.53M 0.43%
179,474
+3,588
84
$8.31M 0.42%
49,849
+5,489
85
$8.29M 0.41%
16,381
-314
86
$8.23M 0.41%
47,901
+1,228
87
$8.21M 0.41%
14,780
-405
88
$8.08M 0.4%
24,446
+219
89
$8.08M 0.4%
197,560
-1,460
90
$7.97M 0.4%
100,933
+7,583
91
$7.9M 0.39%
14,582
+79
92
$7.89M 0.39%
40,038
+1,787
93
$7.87M 0.39%
125,595
+12,830
94
$7.73M 0.39%
52,903
+1,117
95
$7.73M 0.39%
132,061
-936
96
$7.67M 0.38%
69,631
+5,776
97
$7.65M 0.38%
19,559
-94
98
$7.52M 0.38%
102,071
+4,588
99
$7.5M 0.37%
25,550
+315
100
$7.47M 0.37%
23,909
+1,730
2 3
4
5 6