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
376
$187K 0.01%
9,215
377
$185K 0.01%
5,357
-77
378
$184K 0.01%
3,155
379
$182K 0.01%
414
380
$182K 0.01%
1,282
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381
$181K 0.01%
6,779
-994
382
$181K 0.01%
3,477
-100
383
$179K 0.01%
11,865
-4,234
384
$178K 0.01%
3,016
385
$178K 0.01%
5,200
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386
$178K 0.01%
5,678
-178
387
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441
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388
$170K 0.01%
2,850
389
$162K 0.01%
34,370
-55,542
390
$160K 0.01%
6,981
+6,681
391
$160K 0.01%
3,519
392
$158K 0.01%
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565
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394
$148K 0.01%
1,108
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395
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3,200
396
$146K 0.01%
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397
$146K 0.01%
1,500
398
$144K 0.01%
797
399
$142K 0.01%
1,613
+15
400
$142K 0.01%
683
+152
14 15
16
17 18