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
301
$498K 0.03%
298,335
302
$486K 0.03%
4,703
-338
303
$478K 0.03%
6,489
-457
304
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305
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2,033
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306
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2,182
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307
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308
$449K 0.03%
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309
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3,801
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310
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-33
311
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312
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313
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10,294
+9,699
314
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3,019
-137
315
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316
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319
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1,025
320
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321
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5,202
322
$362K 0.02%
7,878
+16
323
$352K 0.02%
8,666
-1,112
324
$343K 0.02%
2,003
+54
325
$338K 0.02%
3,331
11 12
13
14 15