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
351
$206K 0.02%
616
+19
352
$202K 0.02%
2,128
353
$200K 0.02%
7,714
354
$199K 0.02%
1,162
355
$196K 0.02%
1,110
-3,381
356
$196K 0.02%
16,160
+7,850
357
$195K 0.02%
2,101
-183
358
$195K 0.02%
2,352
-18
359
$194K 0.01%
5,045
+119
360
$191K 0.01%
4,469
-101
361
$190K 0.01%
3,900
+1,050
362
$186K 0.01%
9,198
+339
363
$184K 0.01%
2,953
364
$182K 0.01%
5,686
365
$182K 0.01%
1,891
366
$180K 0.01%
1,750
-38
367
$180K 0.01%
6,180
368
$180K 0.01%
99,219
369
$177K 0.01%
2,626
+141
370
$175K 0.01%
598
+126
371
$174K 0.01%
1,437
-17
372
$174K 0.01%
963
+77
373
$172K 0.01%
2,058
+54
374
$165K 0.01%
5,500
+400
375
$165K 0.01%
1,924
13 14
15
16 17