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
601
$16.8K ﹤0.01%
168
602
$16.7K ﹤0.01%
50
603
$16.7K ﹤0.01%
250
604
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200
605
$16.6K ﹤0.01%
163
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$16.6K ﹤0.01%
755
607
$16.5K ﹤0.01%
450
608
$16.4K ﹤0.01%
20
-6
609
$16.3K ﹤0.01%
915
610
$16.1K ﹤0.01%
2,102
-1,639
611
$15.9K ﹤0.01%
+1,000
612
$15.9K ﹤0.01%
861
613
$15.8K ﹤0.01%
149
614
$15.5K ﹤0.01%
75
615
$15.5K ﹤0.01%
225
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$15.4K ﹤0.01%
115
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$15.3K ﹤0.01%
544
618
$15.3K ﹤0.01%
550
619
$15.3K ﹤0.01%
136
620
$15.2K ﹤0.01%
108
621
$15K ﹤0.01%
396
622
$15K ﹤0.01%
90
+31
623
$14.9K ﹤0.01%
66
+19
624
$14.8K ﹤0.01%
74
625
$14.8K ﹤0.01%
200