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
351
$250K 0.02%
7,762
352
$249K 0.02%
1,795
353
$237K 0.02%
3,072
354
$237K 0.02%
15,993
+3,237
355
$234K 0.01%
963
356
$230K 0.01%
13,200
357
$229K 0.01%
5,045
358
$227K 0.01%
2,354
-76
359
$226K 0.01%
1,875
360
$226K 0.01%
4,481
-549
361
$220K 0.01%
1,162
362
$217K 0.01%
7,180
-9,065
363
$216K 0.01%
1,114
-92
364
$210K 0.01%
4,377
-16,027
365
$210K 0.01%
3,110
-21
366
$209K 0.01%
2,991
+11
367
$208K 0.01%
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368
$206K 0.01%
1,940
+36
369
$198K 0.01%
1,215
-26
370
$198K 0.01%
6,180
371
$195K 0.01%
3,040
372
$193K 0.01%
335
+7
373
$193K 0.01%
2,017
+39
374
$191K 0.01%
585
375
$191K 0.01%
2,626
13 14
15
16 17