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
$1.3B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.06M
3
+$2.37M
4
WSO icon
Watsco Inc
WSO
+$2.13M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.53M

Top Sells

1
+$6.16M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.64M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.38M

Sector Composition

1 Technology 19.88%
2 Industrials 13.82%
3 Financials 11.13%
4 Healthcare 9.17%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$409K 0.03%
5,965
+445
302
$399K 0.03%
5,613
303
$396K 0.03%
1,224
-38
304
$395K 0.03%
7,047
+940
305
$385K 0.03%
11,037
-17,057
306
$383K 0.03%
6,006
-1,407
307
$380K 0.03%
1,063
+9
308
$376K 0.03%
2,096
+1
309
$375K 0.03%
26,529
+357
310
$361K 0.03%
9,806
-28,081
311
$359K 0.03%
3,218
-74
312
$356K 0.03%
8,008
+19
313
$354K 0.03%
4,454
-688
314
$344K 0.03%
1,830
+122
315
$337K 0.03%
9,239
316
$335K 0.03%
3,151
+11
317
$333K 0.03%
2,032
318
$306K 0.02%
8,220
+3,388
319
$301K 0.02%
+838
320
$298K 0.02%
1,531
-50
321
$293K 0.02%
5,565
322
$288K 0.02%
1,746
-18
323
$286K 0.02%
5,088
-10
324
$285K 0.02%
5,202
-275
325
$285K 0.02%
3,531
+200
11 12
13
14 15