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
251
$1.17M 0.07%
19,007
+552
252
$1.16M 0.07%
36,129
-5,131
253
$1.15M 0.07%
8,648
+285
254
$1.14M 0.07%
28,901
+2,274
255
$1.07M 0.07%
13,719
+485
256
$1.02M 0.06%
9,495
+1,365
257
$1M 0.06%
18,568
+981
258
$990K 0.06%
85,367
-1,129
259
$972K 0.06%
3,029
-13
260
$967K 0.06%
13,989
+1,489
261
$955K 0.06%
11,507
+538
262
$930K 0.06%
11,176
+1,500
263
$899K 0.06%
5,643
-248
264
$866K 0.06%
11,060
+490
265
$858K 0.05%
6,600
266
$817K 0.05%
38,962
+972
267
$813K 0.05%
5,135
+3
268
$795K 0.05%
22,772
+3,974
269
$794K 0.05%
9,036
+158
270
$788K 0.05%
2,820
+3
271
$787K 0.05%
12,930
+846
272
$774K 0.05%
3,380
273
$754K 0.05%
7,773
+177
274
$749K 0.05%
20,041
-224
275
$744K 0.05%
3,162
-128
9 10
11
12 13