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
351
$254K 0.01%
14,511
-1,482
352
$251K 0.01%
6,180
353
$246K 0.01%
4,068
-413
354
$245K 0.01%
1,739
+908
355
$241K 0.01%
1,191
+29
356
$240K 0.01%
2,144
+204
357
$236K 0.01%
2,184
-66
358
$235K 0.01%
4,378
+1
359
$233K 0.01%
988
-272
360
$232K 0.01%
5,045
361
$232K 0.01%
2,790
-250
362
$229K 0.01%
1,875
363
$229K 0.01%
963
364
$228K 0.01%
3,038
-3,451
365
$226K 0.01%
35,910
+28,730
366
$222K 0.01%
2,626
367
$220K 0.01%
13,200
368
$217K 0.01%
3,192
+37
369
$210K 0.01%
430
+16
370
$206K 0.01%
2,798
-193
371
$206K 0.01%
5,477
372
$202K 0.01%
2,301
-590
373
$200K 0.01%
991
-123
374
$200K 0.01%
586
+1
375
$194K 0.01%
5,250
+50
13 14
15
16 17