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
251
$801K 0.06%
13,590
+1,126
252
$790K 0.06%
4,153
+218
253
$784K 0.06%
5,841
-1
254
$783K 0.06%
11,294
-1,211
255
$760K 0.06%
11,095
+4,222
256
$756K 0.06%
18,788
+694
257
$755K 0.06%
48,551
258
$751K 0.06%
11,863
-961
259
$742K 0.06%
22,003
+75
260
$739K 0.06%
6,600
261
$731K 0.06%
25,771
-2,005
262
$716K 0.06%
15,823
-984
263
$699K 0.05%
10,392
+7,608
264
$689K 0.05%
14,189
+1,835
265
$688K 0.05%
6,085
+1,015
266
$682K 0.05%
19,594
+2,136
267
$681K 0.05%
3,288
268
$678K 0.05%
3,284
-215
269
$658K 0.05%
8,101
+237
270
$650K 0.05%
5,066
-12,756
271
$636K 0.05%
3,380
272
$635K 0.05%
4,505
-255
273
$624K 0.05%
+12,723
274
$620K 0.05%
2,687
+28
275
$608K 0.05%
2,730
-48
9 10
11
12 13