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
576
$21.6K ﹤0.01%
543
+3
577
$21.4K ﹤0.01%
400
578
$21.2K ﹤0.01%
2,400
579
$21.2K ﹤0.01%
295
+1
580
$20.8K ﹤0.01%
517
581
$20.7K ﹤0.01%
143
582
$20.6K ﹤0.01%
666
583
$20.5K ﹤0.01%
65
+23
584
$20.4K ﹤0.01%
322
585
$19.9K ﹤0.01%
1,200
586
$19.5K ﹤0.01%
309
587
$19.4K ﹤0.01%
511
588
$19.3K ﹤0.01%
384
+3
589
$18.9K ﹤0.01%
190
+2
590
$18.8K ﹤0.01%
151
591
$18.7K ﹤0.01%
145
592
$18.6K ﹤0.01%
853
593
$18K ﹤0.01%
530
+2
594
$17.4K ﹤0.01%
178
595
$17.3K ﹤0.01%
323
596
$17.2K ﹤0.01%
124
597
$17.1K ﹤0.01%
333
598
$17.1K ﹤0.01%
228
599
$17K ﹤0.01%
440
600
$16.8K ﹤0.01%
172