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 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
551
$28.9K ﹤0.01%
475
+50
552
$28.9K ﹤0.01%
113
553
$28.4K ﹤0.01%
185
+125
554
$27.7K ﹤0.01%
21
+1
555
$27.6K ﹤0.01%
449
556
$27.3K ﹤0.01%
667
557
$27.2K ﹤0.01%
500
558
$26.5K ﹤0.01%
901
559
$26.3K ﹤0.01%
1,131
560
$26.3K ﹤0.01%
318
+91
561
$25.9K ﹤0.01%
1,000
562
$24.5K ﹤0.01%
95
563
$24.1K ﹤0.01%
189
-19
564
$24K ﹤0.01%
+226
565
$23.9K ﹤0.01%
305
-134
566
$23.9K ﹤0.01%
473
+1
567
$23.9K ﹤0.01%
450
568
$23.6K ﹤0.01%
810
569
$23.2K ﹤0.01%
385
570
$23.1K ﹤0.01%
111
571
$23K ﹤0.01%
400
572
$22.9K ﹤0.01%
811
573
$22.4K ﹤0.01%
658
+2
574
$22.2K ﹤0.01%
300
575
$21.8K ﹤0.01%
375