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
$1.3B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.06M
3
+$2.37M
4
WSO icon
Watsco Inc
WSO
+$2.13M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.53M

Top Sells

1
+$6.16M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.64M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.38M

Sector Composition

1 Technology 19.88%
2 Industrials 13.82%
3 Financials 11.13%
4 Healthcare 9.17%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$98K 0.01%
1,019
-35
427
$96K 0.01%
1,207
428
$95K 0.01%
1,319
429
$95K 0.01%
1,395
+295
430
$95K 0.01%
786
431
$93K 0.01%
1,561
-616
432
$92K 0.01%
869
433
$89K 0.01%
833
434
$88K 0.01%
953
+6
435
$88K 0.01%
605
-75
436
$87K 0.01%
4,370
437
$86K 0.01%
1,000
-68
438
$85K 0.01%
632
+362
439
$84K 0.01%
622
+500
440
$83K 0.01%
1,084
+9
441
$83K 0.01%
3,500
+2,500
442
$82K 0.01%
381
-54
443
$82K 0.01%
774
444
$80K 0.01%
1,588
+6
445
$80K 0.01%
+485
446
$79K 0.01%
48
+40
447
$79K 0.01%
337
+31
448
$79K 0.01%
210
+110
449
$78K 0.01%
726
+39
450
$76K 0.01%
3,925
16 17
18
19 20