GIA
GHP Investment Advisors Portfolio holdings
AUM
$2.26B
1-Year Return
16.94%
This Quarter Return
+6.12%
1 Year Return
+16.94%
3 Year Return
+64.16%
5 Year Return
+118.81%
10 Year Return
+241.04%
AUM
$1.57B
AUM Growth
+$95.4M
(+6.5%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
13.17%
Holding
964
New
35
Increased
286
Reduced
189
Closed
46
Top Buys
| 1 |
iShares MSCI United Kingdom ETF
EWU
|
+$2.61M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.05M |
| 3 |
iShares International Select Dividend ETF
IDV
|
+$2.05M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.73M |
| 5 |
Schwab Fundamental International Small Company Index ETF
FNDC
|
+$1.56M |
Top Sells
Sector Composition
| 1 | Technology | 20.44% |
| 2 | Industrials | 14.71% |
| 3 | Financials | 10.23% |
| 4 | Healthcare | 8.69% |
| 5 | Consumer Staples | 5.81% |
