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
651
$12K ﹤0.01%
72
+16
652
$12K ﹤0.01%
145
653
$11.9K ﹤0.01%
110
654
$11.7K ﹤0.01%
143
655
$11.7K ﹤0.01%
158
-46
656
$11.7K ﹤0.01%
50
657
$11.7K ﹤0.01%
300
658
$11.6K ﹤0.01%
800
-303
659
$11.6K ﹤0.01%
28
660
$11.6K ﹤0.01%
664
661
$11.6K ﹤0.01%
356
662
$11.6K ﹤0.01%
151
663
$11.4K ﹤0.01%
208
664
$11.2K ﹤0.01%
193
665
$11.2K ﹤0.01%
140
666
$11.2K ﹤0.01%
65
667
$11.1K ﹤0.01%
2
668
$11.1K ﹤0.01%
148
669
$11.1K ﹤0.01%
691
670
$11K ﹤0.01%
379
671
$11K ﹤0.01%
465
672
$11K ﹤0.01%
917
673
$10.9K ﹤0.01%
100
674
$10.9K ﹤0.01%
503
675
$10.9K ﹤0.01%
188
-181
25 26
27
28 29