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
201
$2.79M 0.14%
50,733
+5,832
202
$2.79M 0.14%
86,539
+1,951
203
$2.77M 0.14%
37,030
+3,057
204
$2.76M 0.14%
11,628
-345
205
$2.73M 0.14%
44,736
-740
206
$2.72M 0.14%
25,148
+3,727
207
$2.69M 0.13%
41,249
-1,684
208
$2.68M 0.13%
67,694
-3,118
209
$2.59M 0.13%
17,394
+911
210
$2.58M 0.13%
7,492
+122
211
$2.57M 0.13%
51,094
+1,163
212
$2.44M 0.12%
29,108
+1,062
213
$2.36M 0.12%
4,497
-123
214
$2.31M 0.11%
65,184
+7,460
215
$2.24M 0.11%
27,535
+865
216
$2.19M 0.11%
15,877
+2,482
217
$2.17M 0.11%
12,049
+21
218
$2.16M 0.11%
18,473
-904
219
$2.14M 0.11%
23,882
+2,512
220
$2.13M 0.11%
152,798
+1,574
221
$2.12M 0.11%
4,417
+103
222
$2.07M 0.1%
22,943
-8,246
223
$2.02M 0.1%
15,317
-363
224
$2.01M 0.1%
7,289
-32
225
$1.99M 0.1%
15,298
+966
7 8
9
10 11