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
476
$59.6K ﹤0.01%
800
-22
477
$57.5K ﹤0.01%
1,414
-1,002
478
$57.2K ﹤0.01%
252
+28
479
$55.8K ﹤0.01%
2,140
480
$54.5K ﹤0.01%
401
-182
481
$54.2K ﹤0.01%
332
+144
482
$54.2K ﹤0.01%
1,300
483
$52.7K ﹤0.01%
551
484
$52.2K ﹤0.01%
+2,320
485
$49.6K ﹤0.01%
243
486
$49.5K ﹤0.01%
+1,989
487
$48.2K ﹤0.01%
748
488
$47.9K ﹤0.01%
276
489
$47.2K ﹤0.01%
393
+9
490
$46.7K ﹤0.01%
2,400
491
$46.3K ﹤0.01%
162
492
$46.2K ﹤0.01%
1,400
493
$46K ﹤0.01%
+1,602
494
$45.9K ﹤0.01%
636
+142
495
$45.7K ﹤0.01%
1,044
496
$45.1K ﹤0.01%
254
497
$45.1K ﹤0.01%
1,679
+2
498
$45.1K ﹤0.01%
745
+11
499
$44.9K ﹤0.01%
575
-394
500
$44.9K ﹤0.01%
215
18 19
20
21 22