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
251
$348K 0.06%
3,644
252
$347K 0.06%
4,609
+2,206
253
$343K 0.06%
8,606
+440
254
$338K 0.06%
36,030
+138
255
$334K 0.06%
2,431
-97
256
$331K 0.06%
10,323
257
$320K 0.05%
1,839
-572
258
$313K 0.05%
95,810
259
$312K 0.05%
2,190
-85
260
$300K 0.05%
19,579
+3,665
261
$274K 0.05%
6,171
+1,254
262
$266K 0.05%
+6,209
263
$264K 0.05%
4,264
264
$263K 0.05%
8,862
+497
265
$258K 0.04%
945
+150
266
$254K 0.04%
5,892
267
$253K 0.04%
1,018
268
$248K 0.04%
2,300
269
$246K 0.04%
4,114
+2
270
$246K 0.04%
4,290
+424
271
$246K 0.04%
6,790
272
$245K 0.04%
1,234
+106
273
$242K 0.04%
45,370
+3,900
274
$242K 0.04%
5,122
+1
275
$238K 0.04%
3,499
+567
9 10
11
12 13