GIA
GHP Investment Advisors Portfolio holdings
AUM
$2.26B
This Quarter Return
+5.49%
1 Year Return
+16.94%
3 Year Return
+64.16%
5 Year Return
+118.81%
10 Year Return
+241.04%
AUM
$536M
AUM Growth
+$536M
(+9.4%)
Cap. Flow
+$24.6M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
24.01%
Holding
300
New
20
Increased
202
Reduced
55
Closed
8
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.15M |
| 2 |
EVHC
Envision Healthcare Holdings Inc
EVHC
|
$1.08M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$1,000K |
| 4 |
Procter & Gamble
PG
|
$920K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$662K |
Top Sells
Sector Composition
| 1 | Technology | 12.46% |
| 2 | Financials | 9.14% |
| 3 | Industrials | 9% |
| 4 | Healthcare | 6.8% |
| 5 | Consumer Staples | 6.14% |
