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
701
$9.17K ﹤0.01%
154
702
$9.06K ﹤0.01%
193
+2
703
$8.99K ﹤0.01%
+226
704
$8.99K ﹤0.01%
417
+2
705
$8.92K ﹤0.01%
762
706
$8.87K ﹤0.01%
85
707
$8.8K ﹤0.01%
+126
708
$8.78K ﹤0.01%
138
-50
709
$8.76K ﹤0.01%
800
710
$8.56K ﹤0.01%
108
711
$8.48K ﹤0.01%
+192
712
$8.48K ﹤0.01%
200
713
$8.41K ﹤0.01%
+104
714
$8.11K ﹤0.01%
1,243
715
$8.04K ﹤0.01%
100
716
$8.03K ﹤0.01%
270
717
$8.01K ﹤0.01%
1,898
718
$7.96K ﹤0.01%
+159
719
$7.86K ﹤0.01%
195
720
$7.81K ﹤0.01%
102
721
$7.77K ﹤0.01%
42
722
$7.76K ﹤0.01%
774
723
$7.64K ﹤0.01%
254
724
$7.57K ﹤0.01%
352
-266
725
$7.51K ﹤0.01%
66
27 28
29
30 31