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
601
$16K ﹤0.01%
440
602
$16K ﹤0.01%
286
603
$16K ﹤0.01%
544
604
$16K ﹤0.01%
143
+82
605
$16K ﹤0.01%
436
+130
606
$16K ﹤0.01%
450
-650
607
$16K ﹤0.01%
861
608
$15K ﹤0.01%
+124
609
$15K ﹤0.01%
1,131
610
$15K ﹤0.01%
450
611
$15K ﹤0.01%
1,200
612
$15K ﹤0.01%
348
+2
613
$15K ﹤0.01%
315
614
$15K ﹤0.01%
222
+22
615
$15K ﹤0.01%
203
+91
616
$15K ﹤0.01%
517
617
$14K ﹤0.01%
113
+40
618
$14K ﹤0.01%
161
619
$14K ﹤0.01%
622
620
$14K ﹤0.01%
218
+62
621
$14K ﹤0.01%
193
622
$14K ﹤0.01%
702
+2
623
$14K ﹤0.01%
200
624
$14K ﹤0.01%
168
625
$14K ﹤0.01%
550
23 24
25
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