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
$2B
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.16M
3
+$1.93M
4
FELE icon
Franklin Electric
FELE
+$1.37M
5
EXLS icon
EXL Service
EXLS
+$1.31M

Top Sells

1
+$5.99M
2
+$5.52M
3
+$2.58M
4
APH icon
Amphenol
APH
+$1.91M
5
FOXF icon
Fox Factory Holding Corp
FOXF
+$1.29M

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
in Stake 		Capital Flow
126
$5.87M 0.29%
19,002
+496
127
$5.74M 0.29%
170,386
+341
128
$5.64M 0.28%
26,187
+811
129
$5.61M 0.28%
12,579
+596
130
$5.57M 0.28%
1,406
+80
131
$5.54M 0.28%
53,788
+4,916
132
$5.52M 0.28%
23,399
+3,221
133
$5.45M 0.27%
60,774
+5,712
134
$5.42M 0.27%
53,921
+5,380
135
$5.27M 0.26%
3,345
+66
136
$5.26M 0.26%
78,128
-28,366
137
$5.12M 0.26%
120,923
+1,613
138
$5.09M 0.25%
127,882
+1,557
139
$5.05M 0.25%
63,693
-1,349
140
$4.97M 0.25%
31,763
+1,167
141
$4.96M 0.25%
158,288
+41,680
142
$4.95M 0.25%
50,510
-10,710
143
$4.86M 0.24%
17,549
+768
144
$4.84M 0.24%
89,242
+13,465
145
$4.84M 0.24%
117,525
-7,908
146
$4.82M 0.24%
35,214
+1,539
147
$4.78M 0.24%
13,897
+522
148
$4.75M 0.24%
26,078
+379
149
$4.72M 0.24%
49,002
+14,263
150
$4.59M 0.23%
15,614
-582
4 5
6
7 8