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
26
$9.51M 0.73%
141,619
+3,162
27
$9.39M 0.72%
19,889
+412
28
$9.39M 0.72%
124,559
+2,779
29
$9.27M 0.71%
107,632
+3,643
30
$9.15M 0.7%
72,783
+1,920
31
$8.94M 0.69%
322,103
+85,474
32
$8.89M 0.68%
61,551
-114
33
$8.82M 0.68%
69,836
+1,297
34
$8.78M 0.67%
88,711
+4,775
35
$8.5M 0.65%
51,142
+1,657
36
$8.49M 0.65%
52,029
+1,967
37
$8.28M 0.64%
59,475
+740
38
$8.06M 0.62%
77,135
+2,520
39
$7.98M 0.61%
15,809
+66
40
$7.98M 0.61%
37,081
+1,882
41
$7.88M 0.6%
295,769
+3,313
42
$7.86M 0.6%
46,115
+843
43
$7.78M 0.6%
18,871
+593
44
$7.75M 0.59%
22,969
+420
45
$7.71M 0.59%
162,785
-29,157
46
$7.55M 0.58%
55,980
+517
47
$7.5M 0.58%
19,356
+429
48
$7.38M 0.57%
84,581
-474
49
$7.32M 0.56%
76,732
+3,363
50
$7.32M 0.56%
117,779
+3,740
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