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
401
$142K 0.01%
2,810
402
$138K 0.01%
1,501
403
$136K 0.01%
4,360
404
$135K 0.01%
790
405
$133K 0.01%
1,031
406
$133K 0.01%
2,388
+8
407
$130K 0.01%
1,128
+4
408
$130K 0.01%
5,477
-1,350
409
$129K 0.01%
1,205
410
$128K 0.01%
417
411
$126K 0.01%
1,276
412
$125K 0.01%
265
+2
413
$124K 0.01%
4,800
414
$123K 0.01%
1,125
-63
415
$122K 0.01%
4,370
416
$121K 0.01%
2,770
417
$121K 0.01%
3,109
+13
418
$121K 0.01%
2,705
+8
419
$120K 0.01%
9,600
420
$118K 0.01%
2,149
-400
421
$117K 0.01%
869
422
$117K 0.01%
732
423
$117K 0.01%
5,553
+30
424
$116K 0.01%
337
425
$115K 0.01%
322
15 16
17
18 19