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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
701
$9K ﹤0.01%
+335
702
$9K ﹤0.01%
250
703
$9K ﹤0.01%
141
704
$9K ﹤0.01%
128
705
$9K ﹤0.01%
113
+19
706
$9K ﹤0.01%
118
+37
707
$9K ﹤0.01%
+275
708
$9K ﹤0.01%
+300
709
$9K ﹤0.01%
+152
710
$9K ﹤0.01%
59
-49
711
$8K ﹤0.01%
56
-30
712
$8K ﹤0.01%
250
713
$8K ﹤0.01%
+209
714
$8K ﹤0.01%
415
715
$8K ﹤0.01%
38
716
$8K ﹤0.01%
+664
717
$8K ﹤0.01%
1,320
718
$8K ﹤0.01%
415
719
$8K ﹤0.01%
295
720
$8K ﹤0.01%
154
721
$8K ﹤0.01%
100
722
$8K ﹤0.01%
452
+5
723
$8K ﹤0.01%
449
+188
724
$8K ﹤0.01%
92
+40
725
$8K ﹤0.01%
500
27 28
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