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
176
$3.66M 0.18%
68,446
+1,105
177
$3.65M 0.18%
16,958
+1,472
178
$3.65M 0.18%
81,549
-1,123
179
$3.63M 0.18%
4,349
+137
180
$3.55M 0.18%
40,698
+1,957
181
$3.53M 0.18%
18,763
-84
182
$3.39M 0.17%
163,939
-1,557
183
$3.33M 0.17%
52,833
+19,822
184
$3.33M 0.17%
26,702
+4,424
185
$3.31M 0.16%
28,484
+1,884
186
$3.28M 0.16%
156,039
+3,275
187
$3.26M 0.16%
36,949
-1,894
188
$3.26M 0.16%
88,178
+347
189
$3.19M 0.16%
27,690
-469
190
$3.16M 0.16%
29,176
-525
191
$3.15M 0.16%
50,007
-5,213
192
$3.07M 0.15%
19,339
-870
193
$3.05M 0.15%
19,182
+736
194
$3.02M 0.15%
26,562
+1,556
195
$3M 0.15%
50,366
-603
196
$2.99M 0.15%
51,592
+5,092
197
$2.98M 0.15%
19,065
+491
198
$2.97M 0.15%
11,787
-192
199
$2.84M 0.14%
56,662
-3,213
200
$2.83M 0.14%
9,811
+4
6 7
8
9 10