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
626
$14K ﹤0.01%
1,466
+5
627
$14K ﹤0.01%
760
628
$13K ﹤0.01%
6
629
$13K ﹤0.01%
915
630
$13K ﹤0.01%
89
631
$13K ﹤0.01%
576
-300
632
$13K ﹤0.01%
629
633
$13K ﹤0.01%
1,298
-610
634
$13K ﹤0.01%
108
+8
635
$13K ﹤0.01%
491
636
$13K ﹤0.01%
+149
637
$13K ﹤0.01%
776
-324
638
$13K ﹤0.01%
224
-55
639
$13K ﹤0.01%
960
640
$12K ﹤0.01%
864
641
$12K ﹤0.01%
422
+4
642
$12K ﹤0.01%
228
643
$12K ﹤0.01%
172
644
$12K ﹤0.01%
147
645
$12K ﹤0.01%
500
646
$12K ﹤0.01%
163
647
$12K ﹤0.01%
300
648
$12K ﹤0.01%
42
649
$12K ﹤0.01%
409
650
$12K ﹤0.01%
384
24 25
26
27 28