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
601
$17.9K ﹤0.01%
1,200
602
$17.7K ﹤0.01%
498
603
$17.7K ﹤0.01%
915
604
$17.6K ﹤0.01%
50
605
$17.6K ﹤0.01%
1,000
606
$17.5K ﹤0.01%
511
607
$17.5K ﹤0.01%
393
-504
608
$17.3K ﹤0.01%
200
609
$17K ﹤0.01%
75
610
$16.8K ﹤0.01%
126
-25
611
$16.7K ﹤0.01%
108
612
$16.7K ﹤0.01%
+100
613
$16.6K ﹤0.01%
450
614
$16.1K ﹤0.01%
800
615
$16.1K ﹤0.01%
20
616
$16K ﹤0.01%
501
-309
617
$15.9K ﹤0.01%
115
618
$15.8K ﹤0.01%
755
619
$15.7K ﹤0.01%
147
-158
620
$15.7K ﹤0.01%
408
-109
621
$15.6K ﹤0.01%
1,010
622
$15.5K ﹤0.01%
250
623
$15.4K ﹤0.01%
494
-317
624
$15.2K ﹤0.01%
41
+11
625
$14.9K ﹤0.01%
6
23 24
25
26 27