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
101
$3.73M 0.36%
28,692
+54
102
$3.73M 0.36%
24,355
+1,153
103
$3.73M 0.35%
27,100
+1,007
104
$3.71M 0.35%
26,205
+348
105
$3.64M 0.35%
36,232
+3,142
106
$3.52M 0.34%
75,605
+3,361
107
$3.52M 0.33%
78,085
+9,899
108
$3.51M 0.33%
79,772
+5,690
109
$3.47M 0.33%
114,476
+2,996
110
$3.46M 0.33%
19,805
+785
111
$3.46M 0.33%
10,520
+261
112
$3.43M 0.33%
40,109
+1,457
113
$3.43M 0.33%
12,544
+759
114
$3.34M 0.32%
19,528
+1,252
115
$3.28M 0.31%
21,681
+1,983
116
$3.26M 0.31%
110,390
+4,485
117
$3.14M 0.3%
8,791
-113
118
$3.11M 0.3%
97,824
-5,560
119
$3.1M 0.3%
81,548
+22,419
120
$2.94M 0.28%
67,568
+7,213
121
$2.92M 0.28%
39,820
-237
122
$2.85M 0.27%
23,356
-839
123
$2.83M 0.27%
72,728
+4,621
124
$2.82M 0.27%
10,610
+428
125
$2.73M 0.26%
16,636
+1,734
3 4
5
6 7