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
$414M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.21M
3
+$949K
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$645K
5
ENR icon
Energizer
ENR
+$584K

Top Sells

1
+$6.45M
2
+$1.73M
3
+$692K
4
ROK icon
Rockwell Automation
ROK
+$559K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K

Sector Composition

1 Technology 12.5%
2 Financials 8.3%
3 Healthcare 8.25%
4 Industrials 7.67%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$46K 0.01%
1,360
+510
277
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278
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-1,766
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280
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282
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-14,998
283
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284
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285
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286
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287
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288
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