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
276
$743K 0.05%
1,485
-105
277
$728K 0.05%
32,202
+1,359
278
$707K 0.04%
4,153
279
$704K 0.04%
6,760
+1
280
$701K 0.04%
11,307
-685
281
$687K 0.04%
8,977
-1,951
282
$678K 0.04%
4,906
-136
283
$676K 0.04%
2,730
284
$662K 0.04%
48,551
285
$647K 0.04%
2,851
-9
286
$643K 0.04%
2,314
+118
287
$638K 0.04%
11,280
288
$635K 0.04%
3,009
+170
289
$628K 0.04%
4,159
-33
290
$612K 0.04%
4,560
-251
291
$593K 0.04%
6,126
+577
292
$592K 0.04%
1,282
-6
293
$556K 0.04%
16,448
-54
294
$554K 0.04%
4,980
+562
295
$550K 0.04%
14,680
296
$544K 0.03%
10,877
+1,192
297
$542K 0.03%
5,990
-867
298
$508K 0.03%
12,898
-8,324
299
$503K 0.03%
12,334
-998
300
$501K 0.03%
5,385
10 11
12
13 14