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
526
$34K ﹤0.01%
1,200
527
$34K ﹤0.01%
1,970
+6
528
$34K ﹤0.01%
240
529
$33K ﹤0.01%
795
+173
530
$32K ﹤0.01%
918
+15
531
$32K ﹤0.01%
+273
532
$32K ﹤0.01%
249
+2
533
$30K ﹤0.01%
207
+110
534
$30K ﹤0.01%
+364
535
$30K ﹤0.01%
2,140
536
$30K ﹤0.01%
629
537
$30K ﹤0.01%
401
538
$30K ﹤0.01%
138
-28
539
$28K ﹤0.01%
1,303
540
$28K ﹤0.01%
1,101
-2,416
541
$28K ﹤0.01%
700
542
$27K ﹤0.01%
1,103
543
$27K ﹤0.01%
276
-212
544
$26K ﹤0.01%
398
545
$26K ﹤0.01%
448
546
$26K ﹤0.01%
95
547
$25K ﹤0.01%
2,013
+1,000
548
$25K ﹤0.01%
357
+54
549
$25K ﹤0.01%
322
550
$25K ﹤0.01%
901
20 21
22
23 24