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
$314M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$410K
3
+$389K
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$349K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$331K

Top Sells

1
+$684K
2
+$358K
3
+$331K
4
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$282K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$279K

Sector Composition

1 Technology 9.46%
2 Industrials 7.36%
3 Financials 7.35%
4 Healthcare 6.97%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.41%
23,086
+1,170
52
$1.27M 0.4%
27,565
+1,421
53
$1.23M 0.39%
11,172
-36
54
$1.22M 0.39%
27,575
+3
55
$1.19M 0.38%
53,235
+3,257
56
$1.19M 0.38%
13,714
+106
57
$1.17M 0.37%
22,577
-312
58
$1.16M 0.37%
26,463
+589
59
$1.16M 0.37%
10,365
+909
60
$1.15M 0.37%
28,790
-42
61
$1.14M 0.36%
93,774
+15,773
62
$1.13M 0.36%
16,009
+305
63
$1.13M 0.36%
16,000
+2
64
$1.12M 0.36%
23,700
65
$1.11M 0.35%
25,911
-1,364
66
$1.1M 0.35%
80,367
+24,078
67
$1.1M 0.35%
25,702
68
$1.1M 0.35%
13,363
+287
69
$1.1M 0.35%
14,980
+330
70
$1.1M 0.35%
19,057
+350
71
$1.09M 0.35%
13,426
+229
72
$1.09M 0.35%
18,447
+345
73
$1.08M 0.35%
25,010
+8
74
$1.08M 0.34%
19,922
+872
75
$1.07M 0.34%
18,206
+9,476
1 2
3
4 5