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
$1.71B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$3.81M
3
+$3.47M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.75M
5
EMR icon
Emerson Electric
EMR
+$2M

Top Sells

1
+$3.9M
2
+$3.27M
3
+$3.13M
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.36M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.19M

Sector Composition

1 Technology 20.38%
2 Industrials 15.57%
3 Financials 10.44%
4 Healthcare 8.81%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.76M 0.1%
7,355
-25
227
$1.75M 0.1%
145,706
+8,254
228
$1.73M 0.1%
29,054
+6,697
229
$1.7M 0.1%
68,394
-1,956
230
$1.68M 0.1%
27,334
-900
231
$1.57M 0.09%
232,601
232
$1.55M 0.09%
12,447
-1,299
233
$1.54M 0.09%
5,509
+709
234
$1.52M 0.09%
23,635
-1,941
235
$1.52M 0.09%
6,673
+1,685
236
$1.5M 0.09%
11,513
+2,117
237
$1.47M 0.09%
15,355
+12,352
238
$1.46M 0.09%
12,122
+2,627
239
$1.43M 0.08%
20,066
+1,498
240
$1.4M 0.08%
12,972
-689
241
$1.37M 0.08%
43,081
+4,878
242
$1.37M 0.08%
12,357
-100
243
$1.36M 0.08%
24,183
-62
244
$1.3M 0.08%
9,196
+548
245
$1.29M 0.08%
33,132
+4,231
246
$1.27M 0.07%
13,642
-13,607
247
$1.22M 0.07%
34,900
-61,431
248
$1.19M 0.07%
34,342
-30,606
249
$1.13M 0.07%
9,634
-3,390
250
$1.12M 0.07%
22,559
-15,878
8 9
10
11 12