GIA
GHP Investment Advisors Portfolio holdings
AUM
$2.26B
1-Year Return
16.94%
This Quarter Return
+5.74%
1 Year Return
+16.94%
3 Year Return
+64.16%
5 Year Return
+118.81%
10 Year Return
+241.04%
AUM
$1.71B
AUM Growth
+$138M
(+8.8%)
Cap. Flow
+$48.9M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
13.1%
Holding
980
New
62
Increased
320
Reduced
189
Closed
64
Top Buys
| 1 |
iShares MSCI United Kingdom ETF
EWU
|
+$5.77M |
| 2 |
iShares International Select Dividend ETF
IDV
|
+$3.81M |
| 3 |
Schwab Fundamental International Small Company Index ETF
FNDC
|
+$3.47M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.75M |
| 5 |
Emerson Electric
EMR
|
+$2M |
Top Sells
| 1 |
Verizon
VZ
|
+$3.9M |
| 2 |
Teradyne
TER
|
+$3.27M |
| 3 |
Akamai
AKAM
|
+$3.13M |
| 4 |
WisdomTree International MidCap Dividend Fund
DIM
|
+$2.36M |
| 5 |
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% |
