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

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
626
$14.8K ﹤0.01%
215
-2,857
627
$14.8K ﹤0.01%
710
+4
628
$14.7K ﹤0.01%
396
629
$14.7K ﹤0.01%
275
630
$14.6K ﹤0.01%
1,231
+48
631
$14.6K ﹤0.01%
41
632
$14.6K ﹤0.01%
65
633
$14.5K ﹤0.01%
262
634
$14.4K ﹤0.01%
550
635
$14.4K ﹤0.01%
151
636
$14.4K ﹤0.01%
226
+1
637
$14.3K ﹤0.01%
1,101
+9
638
$14.3K ﹤0.01%
20
639
$14.2K ﹤0.01%
161
640
$14.1K ﹤0.01%
250
641
$14.1K ﹤0.01%
347
-480
642
$13.9K ﹤0.01%
45
643
$13.8K ﹤0.01%
72
644
$13.7K ﹤0.01%
200
645
$13.7K ﹤0.01%
74
646
$13.5K ﹤0.01%
668
647
$13.4K ﹤0.01%
143
648
$13.3K ﹤0.01%
50
649
$13.2K ﹤0.01%
379
650
$12.8K ﹤0.01%
760