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
$1.71B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$3.81M
3
+$3.47M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.75M
5
EMR icon
Emerson Electric
EMR
+$2M

Top Sells

1
+$3.9M
2
+$3.27M
3
+$3.13M
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.36M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.19M

Sector Composition

1 Technology 20.38%
2 Industrials 15.57%
3 Financials 10.44%
4 Healthcare 8.81%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$389K 0.02%
3,331
327
$375K 0.02%
9,483
-169
328
$374K 0.02%
9,160
-310
329
$369K 0.02%
8,543
-123
330
$352K 0.02%
4,880
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331
$349K 0.02%
400
332
$348K 0.02%
5,690
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333
$338K 0.02%
5,565
334
$338K 0.02%
1,768
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335
$330K 0.02%
9,207
336
$326K 0.02%
1,741
-54
337
$309K 0.02%
1,346
+102
338
$308K 0.02%
2,059
339
$306K 0.02%
13,206
340
$300K 0.02%
16,899
-57,560
341
$286K 0.02%
658
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342
$274K 0.02%
5,157
343
$271K 0.02%
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344
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2,456
-48
345
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1,179
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346
$260K 0.02%
9,496
+40
347
$259K 0.02%
5,711
348
$259K 0.02%
2,690
+108
349
$258K 0.02%
7,762
350
$257K 0.02%
1,149
+752
12 13
14
15 16