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
151
$4.74M 0.23%
19,429
-116
152
$4.63M 0.23%
106,838
+11,543
153
$4.61M 0.23%
36,649
+2,659
154
$4.48M 0.22%
33,675
-130
155
$4.48M 0.22%
7,661
-23
156
$4.4M 0.22%
65,387
-1,025
157
$4.39M 0.22%
31,959
+768
158
$4.38M 0.22%
75,605
-15,891
159
$4.37M 0.22%
60,351
+529
160
$4.34M 0.21%
44,556
-115
161
$4.25M 0.21%
53,267
-345
162
$4.17M 0.21%
8,662
+172
163
$4.16M 0.21%
20,178
+3,474
164
$4.09M 0.2%
55,762
+5,876
165
$4.04M 0.2%
75,777
+14,656
166
$3.99M 0.2%
36,135
+2,713
167
$3.92M 0.19%
51,914
+445
168
$3.88M 0.19%
15,524
169
$3.88M 0.19%
25,699
+915
170
$3.85M 0.19%
44,309
+259
171
$3.76M 0.19%
30,833
+90
172
$3.71M 0.18%
34,739
+7,961
173
$3.71M 0.18%
116,608
+30,885
174
$3.67M 0.18%
8,488
-7,083
175
$3.66M 0.18%
32,680
+2,019
5 6
7
8 9