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GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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
+$3.6M
2
+$3.42M
3
+$2.69M
4
WSO icon
Watsco Inc
WSO
+$2.25M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.78M

Top Sells

1
+$6.86M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.84M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.58M

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
676
$10K ﹤0.01%
+149
677
$10K ﹤0.01%
20
+10
678
$10K ﹤0.01%
120
679
$10K ﹤0.01%
200
680
$10K ﹤0.01%
664
681
$10K ﹤0.01%
917
682
$10K ﹤0.01%
290
+62
683
$10K ﹤0.01%
+74
684
$10K ﹤0.01%
115
685
$10K ﹤0.01%
65
686
$10K ﹤0.01%
59
+8
687
$10K ﹤0.01%
366
688
$10K ﹤0.01%
322
+1
689
$10K ﹤0.01%
50
690
$10K ﹤0.01%
+70
691
$10K ﹤0.01%
+56
692
$10K ﹤0.01%
1,898
693
$10K ﹤0.01%
208
+18
694
$9K ﹤0.01%
47
695
$9K ﹤0.01%
289
+58
696
$9K ﹤0.01%
130
697
$9K ﹤0.01%
+151
698
$9K ﹤0.01%
232
699
$9K ﹤0.01%
387
-222
700
$9K ﹤0.01%
212
26 27
28
29 30