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
$275M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$296K
2
+$259K
3
+$241K
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$238K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$232K

Top Sells

1
+$419K
2
+$209K
3
+$172K
4
NOK icon
Nokia
NOK
+$153K
5
BAX icon
Baxter International
BAX
+$60.6K

Sector Composition

1 Technology 9.1%
2 Industrials 7.55%
3 Financials 7.41%
4 Healthcare 6.83%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.41%
16,084
+122
52
$1.11M 0.4%
13,708
+1,186
53
$1.11M 0.4%
33,344
+8
54
$1.1M 0.4%
22,892
+587
55
$1.09M 0.4%
26,575
+91
56
$1.06M 0.39%
14,092
+1
57
$1.05M 0.38%
11,621
+369
58
$1.03M 0.38%
28,950
-1,699
59
$1.02M 0.37%
13,859
+267
60
$988K 0.36%
27,015
+576
61
$963K 0.35%
24,638
+2
62
$962K 0.35%
20,475
+762
63
$952K 0.35%
18,838
+1,720
64
$950K 0.35%
8,248
+426
65
$945K 0.34%
11,149
+330
66
$939K 0.34%
13,893
+781
67
$920K 0.33%
12,796
+124
68
$914K 0.33%
15,207
+621
69
$912K 0.33%
14,660
70
$910K 0.33%
14,146
+429
71
$910K 0.33%
16,256
+145
72
$910K 0.33%
24,706
+8
73
$908K 0.33%
13,690
+424
74
$908K 0.33%
11,660
+213
75
$907K 0.33%
17,114
-911
1 2
3
4 5