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
401
$135K 0.01%
790
402
$134K 0.01%
1,205
403
$134K 0.01%
1,500
404
$134K 0.01%
833
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405
$132K 0.01%
1,276
406
$131K 0.01%
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407
$129K 0.01%
302
-20
408
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589
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409
$128K 0.01%
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410
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4,370
411
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1,360
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412
$124K 0.01%
881
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413
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4,800
414
$123K 0.01%
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415
$123K 0.01%
605
416
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4,185
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417
$121K 0.01%
3,101
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418
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419
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-267
421
$117K 0.01%
210
422
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2,635
-70
423
$115K 0.01%
868
-1
424
$114K 0.01%
481
+50
425
$112K 0.01%
1,319
15 16
17
18 19