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
$314M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$410K
3
+$389K
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$349K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$331K

Top Sells

1
+$684K
2
+$358K
3
+$331K
4
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$282K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$279K

Sector Composition

1 Technology 9.46%
2 Industrials 7.36%
3 Financials 7.35%
4 Healthcare 6.97%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.69%
27,198
+677
27
$2.1M 0.67%
29,649
+798
28
$2.09M 0.67%
32,283
+381
29
$2.01M 0.64%
24,057
+266
30
$2M 0.64%
24,776
+389
31
$1.96M 0.63%
47,823
-559
32
$1.95M 0.62%
28,792
+295
33
$1.85M 0.59%
38,943
+2,751
34
$1.82M 0.58%
14,606
+310
35
$1.81M 0.58%
10,232
+1
36
$1.79M 0.57%
29,510
+416
37
$1.57M 0.5%
16,040
+664
38
$1.55M 0.5%
22,575
+70
39
$1.53M 0.49%
158,874
-1,356
40
$1.53M 0.49%
8,296
+228
41
$1.52M 0.48%
12,244
+90
42
$1.46M 0.46%
35,577
+717
43
$1.39M 0.44%
54,435
-21
44
$1.38M 0.44%
34,348
+14
45
$1.36M 0.44%
17,214
+904
46
$1.36M 0.43%
21,437
+380
47
$1.34M 0.43%
51,868
+3,314
48
$1.33M 0.42%
231,224
+71,360
49
$1.3M 0.41%
14,414
+196
50
$1.28M 0.41%
12,110
+724
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