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
376
$189K 0.01%
3,016
377
$188K 0.01%
9,215
378
$188K 0.01%
776
+93
379
$188K 0.01%
1,089
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380
$188K 0.01%
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381
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903
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382
$183K 0.01%
2,017
383
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-139
384
$173K 0.01%
318
-17
385
$170K 0.01%
2,850
386
$162K 0.01%
1,642
+29
387
$155K 0.01%
1,501
388
$154K 0.01%
2,810
389
$153K 0.01%
2,395
+7
390
$152K 0.01%
565
391
$152K 0.01%
3,200
392
$147K 0.01%
4,515
-1,163
393
$147K 0.01%
1,359
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394
$144K 0.01%
418
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395
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1,481
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396
$139K 0.01%
330
-7
397
$138K 0.01%
1,132
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398
$138K 0.01%
1,467
-22,541
399
$137K 0.01%
732
400
$136K 0.01%
4,360
14 15
16
17 18