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
$664M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.35M
3
+$5.58M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.5M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.4M

Top Sells

1
+$9.24M
2
+$5.3M
3
+$2.39M
4
KMG
KMG Chemicals Inc
KMG
+$2.19M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.98M

Sector Composition

1 Technology 15.37%
2 Financials 10.92%
3 Industrials 10.68%
4 Healthcare 6.84%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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