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 Buys

1
+$2.61M
2
+$2.05M
3
+$2.05M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.73M
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$1.56M

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
626
$14.7K ﹤0.01%
6
627
$14.7K ﹤0.01%
70
628
$14.7K ﹤0.01%
41
629
$14.4K ﹤0.01%
542
630
$14.4K ﹤0.01%
205
631
$14.4K ﹤0.01%
498
632
$14.4K ﹤0.01%
250
633
$14.3K ﹤0.01%
161
634
$14K ﹤0.01%
+129
635
$13.9K ﹤0.01%
205
636
$13.8K ﹤0.01%
20
637
$13.7K ﹤0.01%
120
638
$13.3K ﹤0.01%
200
639
$13.2K ﹤0.01%
1,183
+19
640
$13.1K ﹤0.01%
275
641
$12.8K ﹤0.01%
49
-16
642
$12.7K ﹤0.01%
200
-22
643
$12.6K ﹤0.01%
214
644
$12.6K ﹤0.01%
262
645
$12.5K ﹤0.01%
353
+2
646
$12.4K ﹤0.01%
668
647
$12.2K ﹤0.01%
618
-158
648
$12.1K ﹤0.01%
706
+2
649
$12.1K ﹤0.01%
45
650
$12K ﹤0.01%
95
24 25
26
27 28