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
576
$20K ﹤0.01%
1,060
577
$20K ﹤0.01%
178
-448
578
$20K ﹤0.01%
400
579
$19K ﹤0.01%
525
-29
580
$19K ﹤0.01%
292
-9,059
581
$19K ﹤0.01%
375
582
$19K ﹤0.01%
226
-12
583
$19K ﹤0.01%
65
-7
584
$19K ﹤0.01%
500
585
$19K ﹤0.01%
2,400
586
$18K ﹤0.01%
111
587
$18K ﹤0.01%
667
+367
588
$18K ﹤0.01%
853
589
$18K ﹤0.01%
511
590
$18K ﹤0.01%
22
+2
591
$18K ﹤0.01%
187
+1
592
$18K ﹤0.01%
26
+6
593
$17K ﹤0.01%
755
594
$17K ﹤0.01%
303
-1
595
$17K ﹤0.01%
145
596
$17K ﹤0.01%
215
597
$17K ﹤0.01%
80
598
$17K ﹤0.01%
250
599
$17K ﹤0.01%
253
+105
600
$16K ﹤0.01%
151
+25
22 23
24
25 26