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
$583M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.28M
3
+$1.95M
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.92M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.26M

Top Sells

1
+$1.11M
2
+$915K
3
+$313K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$292K
5
META icon
Meta Platforms (Facebook)
META
+$271K

Sector Composition

1 Technology 12.78%
2 Financials 8.98%
3 Industrials 8.72%
4 Healthcare 6.75%
5 Consumer Staples 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$485K 0.08%
16,107
-210
227
$466K 0.08%
2,882
+17
228
$459K 0.08%
4,069
229
$444K 0.08%
3,427
+1
230
$443K 0.08%
7,593
-427
231
$442K 0.08%
13,612
+1,573
232
$439K 0.08%
2,838
233
$439K 0.08%
8,078
+69
234
$435K 0.07%
7,507
+12
235
$434K 0.07%
10,231
236
$420K 0.07%
18,270
-161
237
$415K 0.07%
6,378
-15
238
$409K 0.07%
4,480
239
$408K 0.07%
12,412
240
$394K 0.07%
6,065
-184
241
$388K 0.07%
4,836
+67
242
$387K 0.07%
9,006
+3,053
243
$383K 0.07%
7,456
-493
244
$373K 0.06%
3,630
245
$366K 0.06%
8,265
+40
246
$366K 0.06%
5,874
+665
247
$364K 0.06%
17,145
+720
248
$359K 0.06%
5,515
249
$354K 0.06%
7,119
-1,145
250
$351K 0.06%
10,231
8 9
10
11 12