GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
+$3.6M
2
+$3.42M
3
+$2.69M
4
WSO icon
Watsco Inc
WSO
+$2.25M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.78M

Top Sells

1
+$6.86M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.84M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.58M

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
476
$54K ﹤0.01%
2,072
+1,492
477
$53K ﹤0.01%
2,524
478
$53K ﹤0.01%
239
479
$53K ﹤0.01%
+379
480
$52K ﹤0.01%
509
481
$51K ﹤0.01%
1,581
482
$51K ﹤0.01%
1,084
+5
483
$51K ﹤0.01%
825
+329
484
$51K ﹤0.01%
375
+1
485
$51K ﹤0.01%
1,159
+859
486
$50K ﹤0.01%
304
+57
487
$49K ﹤0.01%
414
488
$49K ﹤0.01%
878
+7
489
$49K ﹤0.01%
575
+450
490
$48K ﹤0.01%
8,802
+86
491
$48K ﹤0.01%
968
+39
492
$48K ﹤0.01%
743
493
$48K ﹤0.01%
6,311
494
$47K ﹤0.01%
475
+109
495
$46K ﹤0.01%
3,285
496
$45K ﹤0.01%
1,414
497
$45K ﹤0.01%
2,148
498
$44K ﹤0.01%
551
+51
499
$44K ﹤0.01%
539
-123
500
$44K ﹤0.01%
218
18 19
20
21 22