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
$314M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$410K
3
+$389K
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$349K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$331K

Top Sells

1
+$684K
2
+$358K
3
+$331K
4
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$282K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$279K

Sector Composition

1 Technology 9.46%
2 Industrials 7.36%
3 Financials 7.35%
4 Healthcare 6.97%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$253K 0.08%
10,572
227
$253K 0.08%
24,195
+4,588
228
$251K 0.08%
+9,225
229
$247K 0.08%
3,295
+222
230
$247K 0.08%
4,630
+300
231
$245K 0.08%
3,630
232
$244K 0.08%
+18,181
233
$243K 0.08%
+2,494
234
$242K 0.08%
9,920
235
$240K 0.08%
6,096
+6
236
$234K 0.07%
3,196
+2
237
$232K 0.07%
6,703
-43
238
$231K 0.07%
34,064
239
$229K 0.07%
10,374
240
$227K 0.07%
14,500
241
$226K 0.07%
2,865
+88
242
$216K 0.07%
3,390
-24
243
$214K 0.07%
+3,402
244
$214K 0.07%
6,788
245
$213K 0.07%
+4,357
246
$213K 0.07%
5,170
247
$212K 0.07%
+3,864
248
$211K 0.07%
+4,480
249
$210K 0.07%
+695
250
$208K 0.07%
4,754
-246
7 8 9
10
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