GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
+$2.78M
2
+$2.16M
3
+$2.14M
4
FELE icon
Franklin Electric
FELE
+$1.42M
5
EXLS icon
EXL Service
EXLS
+$1.25M

Top Sells

1
+$5.5M
2
+$5.06M
3
+$2.39M
4
APH icon
Amphenol
APH
+$1.79M
5
FOXF icon
Fox Factory Holding Corp
FOXF
+$1.21M

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
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