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
451
$75.5K ﹤0.01%
3,176
+259
452
$75.4K ﹤0.01%
3,047
+168
453
$73.4K ﹤0.01%
3,300
454
$72.2K ﹤0.01%
671
455
$72K ﹤0.01%
2,007
+1,797
456
$71.7K ﹤0.01%
745
-3,063
457
$70.5K ﹤0.01%
8,660
+6,930
458
$70.4K ﹤0.01%
1,239
-278
459
$69.3K ﹤0.01%
273
460
$68.9K ﹤0.01%
240
+12
461
$68.2K ﹤0.01%
2,148
462
$68.1K ﹤0.01%
1,119
+15
463
$67.6K ﹤0.01%
574
464
$66.8K ﹤0.01%
4,918
+55
465
$65.3K ﹤0.01%
775
+96
466
$65.2K ﹤0.01%
1,242
467
$64.6K ﹤0.01%
1,102
+6
468
$64.6K ﹤0.01%
417
+1
469
$63.9K ﹤0.01%
381
470
$63.5K ﹤0.01%
9,500
+7,405
471
$63.5K ﹤0.01%
2,002
472
$63.3K ﹤0.01%
1,128
+18
473
$60.8K ﹤0.01%
1,020
474
$60.3K ﹤0.01%
+658
475
$60K ﹤0.01%
486
+16
17 18
19
20 21