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
426
$111K 0.01%
831
-61
427
$111K 0.01%
605
428
$109K 0.01%
1,561
429
$109K 0.01%
1,207
-142
430
$107K 0.01%
8,525
+84
431
$106K 0.01%
1,319
432
$106K 0.01%
761
+35
433
$103K 0.01%
1,476
+374
434
$101K 0.01%
1,323
-372
435
$97.6K 0.01%
210
436
$94.3K 0.01%
3,847
-357
437
$93.9K 0.01%
381
438
$92.7K 0.01%
964
+6
439
$91.3K 0.01%
731
-43
440
$91K 0.01%
1,000
441
$88K 0.01%
431
-4
442
$86.8K 0.01%
662
443
$86.7K 0.01%
3,925
444
$86.5K 0.01%
4,863
-561
445
$85K 0.01%
4,505
446
$84.7K 0.01%
574
447
$84.2K 0.01%
2,085
-370
448
$83K 0.01%
1,157
449
$82.5K 0.01%
730
450
$79.4K 0.01%
397
-5
16 17
18
19 20