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
501
$44.5K ﹤0.01%
3,248
-8,617
502
$44.4K ﹤0.01%
405
+1
503
$44.2K ﹤0.01%
521
504
$43.5K ﹤0.01%
732
505
$42.7K ﹤0.01%
+1,212
506
$42.3K ﹤0.01%
815
-4,568
507
$42.2K ﹤0.01%
368
+179
508
$42K ﹤0.01%
202
509
$41.9K ﹤0.01%
+384
510
$41.9K ﹤0.01%
273
511
$41.6K ﹤0.01%
579
+58
512
$40.5K ﹤0.01%
500
513
$40.4K ﹤0.01%
394
514
$39.8K ﹤0.01%
+2,945
515
$38.8K ﹤0.01%
83
516
$37.9K ﹤0.01%
630
517
$37.7K ﹤0.01%
57
518
$37.2K ﹤0.01%
195
+105
519
$36.5K ﹤0.01%
1,835
+6
520
$36.4K ﹤0.01%
1,303
521
$36.2K ﹤0.01%
+435
522
$36K ﹤0.01%
629
523
$36K ﹤0.01%
479
+338
524
$35.9K ﹤0.01%
383
-1,971
525
$35.7K ﹤0.01%
679
19 20
21
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