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
476
$58.6K ﹤0.01%
470
+44
477
$58.6K ﹤0.01%
416
+1
478
$57.8K ﹤0.01%
1,110
+16
479
$57K ﹤0.01%
1,300
480
$56.9K ﹤0.01%
574
481
$56.9K ﹤0.01%
2,148
482
$56.3K ﹤0.01%
551
483
$54.5K ﹤0.01%
1,096
+6
484
$52.3K ﹤0.01%
376
+1
485
$51.6K ﹤0.01%
8,985
+93
486
$50.7K ﹤0.01%
218
487
$50.1K ﹤0.01%
1,020
488
$48.7K ﹤0.01%
679
-64
489
$48.2K ﹤0.01%
333
490
$47.8K ﹤0.01%
1,189
-250
491
$47.3K ﹤0.01%
575
492
$46.5K ﹤0.01%
254
493
$46.4K ﹤0.01%
224
494
$46.4K ﹤0.01%
162
495
$46.3K ﹤0.01%
748
496
$45.5K ﹤0.01%
2,140
497
$45.3K ﹤0.01%
243
498
$44.7K ﹤0.01%
442
499
$44.1K ﹤0.01%
732
500
$44.1K ﹤0.01%
2,400
18 19
20
21 22