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
101
$7.41M 0.37%
29,662
+604
102
$7.35M 0.36%
199,020
-2,080
103
$7.31M 0.36%
50,768
-793
104
$7.26M 0.36%
112,765
+8,555
105
$7.24M 0.36%
63,855
+5,744
106
$7.21M 0.36%
46,673
+210
107
$7.12M 0.35%
27,310
+645
108
$7.04M 0.35%
32,229
+799
109
$7.03M 0.35%
20,418
-50
110
$6.98M 0.35%
377,450
+2,081
111
$6.87M 0.34%
19,815
-283
112
$6.65M 0.33%
63,486
+3,700
113
$6.52M 0.32%
124,560
+14,520
114
$6.46M 0.32%
125,433
+2,003
115
$6.4M 0.32%
35,063
+885
116
$6.31M 0.31%
22,179
+820
117
$6.21M 0.31%
85,612
-669
118
$6.21M 0.31%
85,600
-1,074
119
$6.21M 0.31%
46,684
-838
120
$6.2M 0.31%
44,946
-688
121
$6.18M 0.31%
33,297
-596
122
$6.14M 0.3%
170,045
-821
123
$6.14M 0.3%
106,494
+2,308
124
$6.14M 0.3%
45,904
-371
125
$6.14M 0.3%
61,220
-1,890
3 4
5
6 7