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
126
$2.72M 0.26%
11,813
+1,668
127
$2.71M 0.26%
66,949
+2,104
128
$2.7M 0.26%
37,149
+2,949
129
$2.64M 0.25%
44,949
+3,134
130
$2.6M 0.25%
79,664
+2,140
131
$2.6M 0.25%
95,208
+13,728
132
$2.53M 0.24%
23,208
+941
133
$2.44M 0.23%
20,294
+5,383
134
$2.4M 0.23%
11,326
+54
135
$2.39M 0.23%
46,245
+730
136
$2.34M 0.22%
31,734
+4,379
137
$2.34M 0.22%
2,266
+1,576
138
$2.33M 0.22%
13,386
+914
139
$2.32M 0.22%
55,011
-1,013
140
$2.25M 0.21%
139,704
+511
141
$2.25M 0.21%
20,560
+1,958
142
$2.21M 0.21%
16,262
+965
143
$2.19M 0.21%
10,997
+332
144
$2.16M 0.21%
2,992
+105
145
$2.13M 0.2%
17,830
+470
146
$2.12M 0.2%
28,574
+1,282
147
$2.11M 0.2%
30,567
+3,205
148
$2.1M 0.2%
22,920
+1,116
149
$2.03M 0.19%
19,277
-340
150
$1.89M 0.18%
+50,982
4 5
6
7 8