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
676
$10.8K ﹤0.01%
300
677
$10.8K ﹤0.01%
306
-130
678
$10.8K ﹤0.01%
450
679
$10.6K ﹤0.01%
415
680
$10.6K ﹤0.01%
139
681
$10.6K ﹤0.01%
1,092
-671
682
$10.3K ﹤0.01%
+141
683
$10.2K ﹤0.01%
320
-15
684
$10.2K ﹤0.01%
337
685
$10.2K ﹤0.01%
+73
686
$10K ﹤0.01%
760
687
$9.92K ﹤0.01%
154
688
$9.79K ﹤0.01%
664
689
$9.73K ﹤0.01%
500
690
$9.7K ﹤0.01%
185
691
$9.68K ﹤0.01%
387
692
$9.53K ﹤0.01%
141
693
$9.52K ﹤0.01%
219
+2
694
$9.49K ﹤0.01%
1,320
695
$9.49K ﹤0.01%
895
696
$9.42K ﹤0.01%
813
697
$9.4K ﹤0.01%
50
698
$9.25K ﹤0.01%
128
699
$9.25K ﹤0.01%
38
700
$9.19K ﹤0.01%
92
26 27
28
29 30