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
176
$3.51M 0.18%
54,716
+2,802
177
$3.49M 0.17%
7,359
-302
178
$3.46M 0.17%
35,180
+2,500
179
$3.42M 0.17%
43,493
+2,795
180
$3.31M 0.17%
83,305
+1,756
181
$3.17M 0.16%
158,250
+2,211
182
$3.17M 0.16%
161,355
-2,584
183
$3.09M 0.15%
18,591
-172
184
$3.08M 0.15%
28,500
+1,798
185
$3.03M 0.15%
27,611
-79
186
$3.02M 0.15%
54,939
-1,723
187
$2.95M 0.15%
89,423
+1,245
188
$2.93M 0.15%
28,244
-932
189
$2.93M 0.15%
55,204
+3,612
190
$2.89M 0.14%
57,819
+7,086
191
$2.88M 0.14%
9,677
-134
192
$2.87M 0.14%
27,665
+1,103
193
$2.87M 0.14%
18,826
-513
194
$2.85M 0.14%
11,799
+12
195
$2.85M 0.14%
5,146
+1,724
196
$2.84M 0.14%
7,603
+111
197
$2.84M 0.14%
50,569
+203
198
$2.84M 0.14%
39,621
+2,591
199
$2.82M 0.14%
67,841
-605
200
$2.73M 0.14%
20,649
+1,584
6 7
8
9 10