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
126
$6.08M 0.3%
52,329
+3,850
127
$6.08M 0.3%
65,042
+3,492
128
$6.05M 0.3%
48,872
+3,056
129
$6M 0.3%
75,219
+515
130
$5.95M 0.29%
27,899
+1,141
131
$5.85M 0.29%
50,975
+669
132
$5.84M 0.29%
20,656
+181
133
$5.79M 0.29%
119,310
-813
134
$5.58M 0.28%
18,506
+762
135
$5.34M 0.26%
25,376
+1,006
136
$5.33M 0.26%
55,062
+3,039
137
$5.31M 0.26%
16,196
-253
138
$5.23M 0.26%
39,505
+3,297
139
$5.23M 0.26%
21,586
+333
140
$5.22M 0.26%
23,788
-324
141
$5.13M 0.25%
13,375
+143
142
$5.1M 0.25%
11,983
+610
143
$5M 0.25%
48,541
+4,286
144
$4.99M 0.25%
3,279
+81
145
$4.98M 0.25%
71,135
-2,220
146
$4.94M 0.25%
16,781
+989
147
$4.89M 0.24%
46,835
-1,931
148
$4.83M 0.24%
30,596
+2,722
149
$4.81M 0.24%
1,326
+111
150
$4.79M 0.24%
126,325
+357
4 5
6
7 8