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

Top Sells

1
+$3.9M
2
+$3.27M
3
+$3.13M
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.36M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.19M

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
651
$12.7K ﹤0.01%
+84
652
$12.7K ﹤0.01%
359
+6
653
$12.6K ﹤0.01%
129
654
$12.3K ﹤0.01%
158
655
$12.3K ﹤0.01%
691
656
$12.3K ﹤0.01%
2
657
$12.2K ﹤0.01%
73
+16
658
$12.1K ﹤0.01%
200
659
$11.9K ﹤0.01%
28
660
$11.8K ﹤0.01%
110
661
$11.8K ﹤0.01%
+75
662
$11.8K ﹤0.01%
+63
663
$11.7K ﹤0.01%
38
664
$11.5K ﹤0.01%
50
665
$11.5K ﹤0.01%
503
666
$11.5K ﹤0.01%
193
667
$11.5K ﹤0.01%
+312
668
$11.4K ﹤0.01%
141
669
$11.3K ﹤0.01%
450
670
$11.3K ﹤0.01%
895
671
$11.3K ﹤0.01%
49
672
$11.2K ﹤0.01%
320
673
$11.1K ﹤0.01%
337
674
$11K ﹤0.01%
500
675
$11K ﹤0.01%
158
25 26
27
28 29