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
326
$281K 0.02%
9,207
327
$277K 0.02%
13,206
+21
328
$276K 0.02%
1,025
-13
329
$260K 0.02%
1,949
330
$257K 0.02%
8,056
-1,053
331
$256K 0.02%
10,166
+2,078
332
$250K 0.02%
1,743
+619
333
$243K 0.02%
7,742
-2,236
334
$239K 0.02%
+2,764
335
$238K 0.02%
5,007
+67
336
$238K 0.02%
899
+317
337
$233K 0.02%
4,670
+110
338
$231K 0.02%
+2,610
339
$231K 0.02%
440
340
$230K 0.02%
2,765
-141
341
$230K 0.02%
10,550
342
$228K 0.02%
2,891
+87
343
$224K 0.02%
13,200
-600
344
$219K 0.02%
1,206
-196
345
$217K 0.02%
1,875
-224
346
$217K 0.02%
2,070
-522
347
$215K 0.02%
1,795
-56
348
$214K 0.02%
2,158
-6
349
$210K 0.02%
5,124
350
$207K 0.02%
18,019
-4,353
12 13
14
15 16