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
$1.57B
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.05M
3
+$2.05M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.73M
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$1.56M

Top Sells

1
+$2.89M
2
+$2.5M
3
+$1.23M
4
AKAM icon
Akamai
AKAM
+$884K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$878K

Sector Composition

1 Technology 20.44%
2 Industrials 14.71%
3 Financials 10.23%
4 Healthcare 8.69%
5 Consumer Staples 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.72M 0.11%
70,350
-1,335
227
$1.7M 0.11%
26,039
+4,491
228
$1.7M 0.11%
4,521
-28
229
$1.7M 0.11%
29,537
-21
230
$1.68M 0.11%
18,603
+1,872
231
$1.58M 0.1%
24,110
+2,471
232
$1.57M 0.1%
14,945
-340
233
$1.54M 0.1%
137,452
+2,948
234
$1.52M 0.1%
58,413
+4,627
235
$1.51M 0.1%
24,782
+2,799
236
$1.5M 0.1%
27,295
+2,821
237
$1.36M 0.09%
13,024
238
$1.36M 0.09%
20,786
+3,656
239
$1.34M 0.09%
13,661
240
$1.33M 0.08%
74,459
-11,943
241
$1.32M 0.08%
20,922
-393
242
$1.32M 0.08%
24,245
+595
243
$1.31M 0.08%
13,746
-251
244
$1.3M 0.08%
38,203
+817
245
$1.3M 0.08%
12,457
-1
246
$1.3M 0.08%
232,601
+23,847
247
$1.26M 0.08%
22,357
+2,159
248
$1.26M 0.08%
4,988
+839
249
$1.2M 0.08%
4,800
-109
250
$1.19M 0.08%
9,396
+181
8 9
10
11 12