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
$275M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$296K
2
+$259K
3
+$241K
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$238K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$232K

Top Sells

1
+$419K
2
+$209K
3
+$172K
4
NOK icon
Nokia
NOK
+$153K
5
BAX icon
Baxter International
BAX
+$60.6K

Sector Composition

1 Technology 9.1%
2 Industrials 7.55%
3 Financials 7.41%
4 Healthcare 6.83%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$240K 0.09%
7,625
+69
227
$235K 0.09%
6,218
+180
228
$231K 0.08%
+4,006
229
$230K 0.08%
10,308
+845
230
$230K 0.08%
+8,992
231
$230K 0.08%
4,249
+1
232
$222K 0.08%
3,389
+529
233
$220K 0.08%
6,510
234
$220K 0.08%
4,380
235
$220K 0.08%
7,092
236
$219K 0.08%
28,032
+862
237
$216K 0.08%
+4,164
238
$215K 0.08%
6,882
239
$213K 0.08%
3,205
240
$213K 0.08%
+5,170
241
$207K 0.08%
+7,017
242
$205K 0.07%
+34,064
243
$205K 0.07%
+3,630
244
$204K 0.07%
12,081
-775
245
$201K 0.07%
+7,554
246
$200K 0.07%
+6,062
247
$200K 0.07%
+18,080
248
$169K 0.06%
20,003
+2,795
249
$165K 0.06%
2,740
250
$153K 0.06%
+15,183
7 8 9
10
11