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
576
$21.6K ﹤0.01%
143
577
$21.4K ﹤0.01%
225
-93
578
$21.2K ﹤0.01%
323
579
$21.2K ﹤0.01%
322
580
$21K ﹤0.01%
228
581
$20.6K ﹤0.01%
+942
582
$20.5K ﹤0.01%
188
+20
583
$20K ﹤0.01%
+199
584
$19.9K ﹤0.01%
178
585
$19.7K ﹤0.01%
186
-524
586
$19.6K ﹤0.01%
218
+126
587
$19.6K ﹤0.01%
392
+8
588
$19.6K ﹤0.01%
2,000
-400
589
$19.5K ﹤0.01%
163
590
$19.4K ﹤0.01%
440
591
$19.4K ﹤0.01%
194
+4
592
$19.1K ﹤0.01%
853
593
$19.1K ﹤0.01%
532
+2
594
$19.1K ﹤0.01%
+291
595
$18.7K ﹤0.01%
141
+80
596
$18.6K ﹤0.01%
145
597
$18.6K ﹤0.01%
861
598
$18.4K ﹤0.01%
120
599
$18.3K ﹤0.01%
90
-128
600
$17.9K ﹤0.01%
205
22 23
24
25 26