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
426
$108K 0.01%
3,925
427
$104K 0.01%
753
+420
428
$103K 0.01%
4,607
-946
429
$101K 0.01%
3,650
-3,129
430
$101K 0.01%
726
-35
431
$101K 0.01%
963
-145
432
$98.1K 0.01%
434
+364
433
$96.4K 0.01%
+4,832
434
$93.6K 0.01%
3,781
-66
435
$91.9K 0.01%
796
+129
436
$91.7K 0.01%
730
437
$91.4K 0.01%
1,296
+296
438
$91K 0.01%
586
-145
439
$90.5K 0.01%
452
440
$88.5K 0.01%
7,293
-1,232
441
$88.1K 0.01%
662
442
$84.4K ﹤0.01%
764
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443
$84.3K ﹤0.01%
1,104
-53
444
$82.5K ﹤0.01%
4,505
445
$81.3K ﹤0.01%
+3,548
446
$81.1K ﹤0.01%
1,000
447
$80K ﹤0.01%
+2,311
448
$78K ﹤0.01%
184
-257
449
$76.3K ﹤0.01%
+1,342
450
$75.6K ﹤0.01%
3,273
+213
16 17
18
19 20