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
551
$25K ﹤0.01%
901
552
$25K ﹤0.01%
322
553
$25K ﹤0.01%
357
+54
554
$25K ﹤0.01%
2,013
+1,000
555
$24K ﹤0.01%
2,508
-372
556
$24K ﹤0.01%
333
557
$24K ﹤0.01%
509
558
$24K ﹤0.01%
537
+3
559
$24K ﹤0.01%
57
-18
560
$23K ﹤0.01%
+520
561
$23K ﹤0.01%
281
+134
562
$22K ﹤0.01%
300
563
$22K ﹤0.01%
200
564
$22K ﹤0.01%
369
+82
565
$22K ﹤0.01%
323
566
$22K ﹤0.01%
+450
567
$21K ﹤0.01%
3,741
568
$21K ﹤0.01%
488
+6
569
$21K ﹤0.01%
113
+103
570
$21K ﹤0.01%
400
571
$21K ﹤0.01%
810
572
$21K ﹤0.01%
166
-90
573
$21K ﹤0.01%
469
+2
574
$21K ﹤0.01%
811
575
$20K ﹤0.01%
110
+30
21 22
23
24 25