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
501
$42K ﹤0.01%
516
+2
502
$42K ﹤0.01%
649
+5
503
$41K ﹤0.01%
1,666
+281
504
$41K ﹤0.01%
748
505
$40K ﹤0.01%
+796
506
$40K ﹤0.01%
500
507
$39K ﹤0.01%
254
+28
508
$39K ﹤0.01%
498
509
$38K ﹤0.01%
1,673
-5
510
$38K ﹤0.01%
2,400
511
$38K ﹤0.01%
202
-42
512
$37K ﹤0.01%
442
513
$37K ﹤0.01%
494
514
$37K ﹤0.01%
1,020
515
$37K ﹤0.01%
365
+9
516
$37K ﹤0.01%
134
517
$37K ﹤0.01%
404
518
$36K ﹤0.01%
822
519
$36K ﹤0.01%
515
+3
520
$36K ﹤0.01%
162
+36
521
$36K ﹤0.01%
228
+40
522
$35K ﹤0.01%
1,448
+10
523
$35K ﹤0.01%
204
+200
524
$35K ﹤0.01%
157
+5
525
$35K ﹤0.01%
+679
19 20
21
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