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
$1.3B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.06M
3
+$2.37M
4
WSO icon
Watsco Inc
WSO
+$2.13M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.53M

Top Sells

1
+$6.16M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.64M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.38M

Sector Composition

1 Technology 19.88%
2 Industrials 13.82%
3 Financials 11.13%
4 Healthcare 9.17%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.4M 0.11%
21,564
-1,250
227
$1.34M 0.1%
16,066
-138
228
$1.33M 0.1%
12,833
-245
229
$1.29M 0.1%
25,208
-4,053
230
$1.28M 0.1%
208,754
231
$1.25M 0.1%
64,930
232
$1.24M 0.09%
8,264
+394
233
$1.22M 0.09%
19,636
+16,503
234
$1.21M 0.09%
+32,431
235
$1.18M 0.09%
21,210
+4,492
236
$1.16M 0.09%
17,374
+182
237
$1.16M 0.09%
19,959
+7,312
238
$1.11M 0.09%
13,024
239
$1.05M 0.08%
8,325
+228
240
$1.03M 0.08%
+6,173
241
$1M 0.08%
22,785
-1,356
242
$984K 0.08%
84,864
+2,039
243
$971K 0.07%
4,536
+1,754
244
$936K 0.07%
12,783
+388
245
$935K 0.07%
14,750
-317
246
$878K 0.07%
51,484
+4,988
247
$871K 0.07%
120,455
+9,860
248
$816K 0.06%
16,668
+6,179
249
$807K 0.06%
8,730
+127
250
$801K 0.06%
2,997
-311
8 9
10
11 12