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
451
$78.3K 0.01%
710
-1,995
452
$78.1K 0.01%
667
+4
453
$76.4K ﹤0.01%
2,416
454
$75.7K ﹤0.01%
3,300
455
$75.3K ﹤0.01%
452
456
$75.2K ﹤0.01%
671
457
$73.2K ﹤0.01%
2,148
458
$72K ﹤0.01%
+3,060
459
$71.4K ﹤0.01%
2,879
+1,119
460
$70.6K ﹤0.01%
1,000
461
$70K ﹤0.01%
2,917
+417
462
$69.7K ﹤0.01%
583
-242
463
$69.5K ﹤0.01%
2,850
464
$69.1K ﹤0.01%
969
465
$69K ﹤0.01%
1,104
+259
466
$68.9K ﹤0.01%
228
467
$65.7K ﹤0.01%
2,095
468
$64K ﹤0.01%
3,503
-2,715
469
$63.4K ﹤0.01%
1,730
-400
470
$62.9K ﹤0.01%
273
471
$62.2K ﹤0.01%
2,002
472
$62.1K ﹤0.01%
1,242
473
$61K ﹤0.01%
1,517
-97
474
$59.7K ﹤0.01%
461
-500
475
$58.8K ﹤0.01%
1,400
17 18
19
20 21