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
201
$2.67M 0.13%
33,891
-3,058
202
$2.63M 0.13%
30,708
+1,600
203
$2.54M 0.13%
43,870
-866
204
$2.49M 0.12%
41,093
-8,914
205
$2.49M 0.12%
63,747
-3,947
206
$2.49M 0.12%
18,160
+766
207
$2.46M 0.12%
17,440
-1,742
208
$2.44M 0.12%
4,452
-45
209
$2.41M 0.12%
4,824
+407
210
$2.39M 0.12%
29,240
+5,358
211
$2.23M 0.11%
35,163
-6,086
212
$2.22M 0.11%
28,080
+545
213
$2.21M 0.11%
22,761
-182
214
$2.17M 0.11%
10,339
+1,660
215
$2.16M 0.11%
+15,699
216
$2.07M 0.1%
157,066
+4,268
217
$2.06M 0.1%
51,414
+320
218
$2.05M 0.1%
17,440
-1,033
219
$2.04M 0.1%
32,056
-174
220
$1.97M 0.1%
16,099
+15,763
221
$1.97M 0.1%
67,682
+2,498
222
$1.95M 0.1%
8,314
-1,320
223
$1.95M 0.1%
12,019
-30
224
$1.95M 0.1%
15,450
-427
225
$1.94M 0.1%
9,462
+62
7 8
9
10 11