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
501
$43.8K ﹤0.01%
1,044
-156
502
$43.4K ﹤0.01%
273
503
$43.2K ﹤0.01%
500
504
$43K ﹤0.01%
215
-55
505
$42.7K ﹤0.01%
404
506
$42.1K ﹤0.01%
897
+101
507
$42K ﹤0.01%
202
508
$41.5K ﹤0.01%
521
+3
509
$40.9K ﹤0.01%
3,285
510
$40.4K ﹤0.01%
394
+55
511
$40.2K ﹤0.01%
521
+3
512
$40.2K ﹤0.01%
1,677
+2
513
$40K ﹤0.01%
822
514
$39.9K ﹤0.01%
157
515
$39.7K ﹤0.01%
630
+4
516
$39.3K ﹤0.01%
1,469
+10
517
$39.1K ﹤0.01%
276
518
$38.8K ﹤0.01%
734
+93
519
$38.8K ﹤0.01%
57
520
$38.8K ﹤0.01%
6,311
521
$37.8K ﹤0.01%
169
+120
522
$37.7K ﹤0.01%
384
+10
523
$37.5K ﹤0.01%
1,080
524
$37.3K ﹤0.01%
494
525
$36.8K ﹤0.01%
228
19 20
21
22 23