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
551
$29.1K ﹤0.01%
1,131
552
$28.7K ﹤0.01%
449
553
$28.3K ﹤0.01%
509
554
$27.9K ﹤0.01%
21
555
$27.7K ﹤0.01%
254
+2
556
$27.6K ﹤0.01%
667
557
$27.3K ﹤0.01%
286
+60
558
$27.1K ﹤0.01%
133
-38
559
$26.9K ﹤0.01%
646
+103
560
$26.8K ﹤0.01%
1,000
561
$26.8K ﹤0.01%
500
562
$26.4K ﹤0.01%
260
+75
563
$26.1K ﹤0.01%
901
564
$26K ﹤0.01%
475
+2
565
$25.7K ﹤0.01%
601
+392
566
$24.7K ﹤0.01%
700
567
$24.6K ﹤0.01%
474
+74
568
$24.4K ﹤0.01%
610
-579
569
$23.8K ﹤0.01%
660
+2
570
$23.8K ﹤0.01%
87
+53
571
$23.8K ﹤0.01%
375
572
$23.7K ﹤0.01%
671
+388
573
$22.7K ﹤0.01%
65
574
$22.2K ﹤0.01%
424
+39
575
$21.7K ﹤0.01%
296
+1
21 22
23
24 25