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
451
$76K 0.01%
5,660
+15
452
$73K 0.01%
784
+410
453
$73K 0.01%
662
-232
454
$72K 0.01%
1,860
+382
455
$72K 0.01%
384
+23
456
$72K 0.01%
4,505
457
$69K 0.01%
323
+138
458
$69K 0.01%
1,400
459
$69K 0.01%
2,850
-388
460
$65K 0.01%
3,300
461
$63K ﹤0.01%
1,281
+5
462
$62K ﹤0.01%
213
-8
463
$61K ﹤0.01%
+413
464
$60K ﹤0.01%
671
465
$60K ﹤0.01%
969
466
$59K ﹤0.01%
618
+528
467
$58K ﹤0.01%
2,095
468
$58K ﹤0.01%
452
469
$57K ﹤0.01%
1,000
470
$57K ﹤0.01%
273
-108
471
$56K ﹤0.01%
2,002
472
$56K ﹤0.01%
1,911
+17
473
$55K ﹤0.01%
1,611
+3
474
$55K ﹤0.01%
1,242
475
$55K ﹤0.01%
1,300
17 18
19
20 21