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
651
$11K ﹤0.01%
+136
652
$11K ﹤0.01%
396
-170
653
$11K ﹤0.01%
49
654
$11K ﹤0.01%
41
+17
655
$11K ﹤0.01%
277
656
$11K ﹤0.01%
28
+10
657
$11K ﹤0.01%
668
658
$11K ﹤0.01%
205
659
$11K ﹤0.01%
542
660
$11K ﹤0.01%
143
661
$11K ﹤0.01%
+200
662
$11K ﹤0.01%
50
663
$11K ﹤0.01%
151
664
$11K ﹤0.01%
116
+107
665
$11K ﹤0.01%
+379
666
$11K ﹤0.01%
+224
667
$11K ﹤0.01%
+356
668
$11K ﹤0.01%
75
669
$11K ﹤0.01%
270
670
$11K ﹤0.01%
+465
671
$11K ﹤0.01%
+38
672
$10K ﹤0.01%
322
+1
673
$10K ﹤0.01%
50
674
$10K ﹤0.01%
+70
675
$10K ﹤0.01%
+56
25 26
27
28 29