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
$885M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.36M
3
+$1.73M
4
ROK icon
Rockwell Automation
ROK
+$1.39M
5
MRK icon
Merck
MRK
+$1.31M

Top Sells

1
+$2.94M
2
+$2.02M
3
+$1.85M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.51M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.38M

Sector Composition

1 Technology 20.76%
2 Industrials 12.44%
3 Financials 10.44%
4 Healthcare 6.77%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.72M 0.65%
63,292
+110
52
$5.69M 0.64%
51,514
+7,060
53
$5.62M 0.64%
37,767
+146
54
$5.34M 0.6%
144,100
+795
55
$5.25M 0.59%
23,770
+6,304
56
$5.21M 0.59%
47,721
-639
57
$5.16M 0.58%
37,209
+392
58
$5.04M 0.57%
16,183
+757
59
$4.91M 0.55%
23,353
+1,070
60
$4.86M 0.55%
225,800
+13,996
61
$4.86M 0.55%
22,608
-222
62
$4.72M 0.53%
22,154
+35
63
$4.69M 0.53%
49,571
+1,912
64
$4.65M 0.53%
118,036
+2,100
65
$4.62M 0.52%
84,494
-22,825
66
$4.58M 0.52%
45,653
+3,962
67
$4.57M 0.52%
41,902
+529
68
$4.56M 0.52%
76,449
-140
69
$4.55M 0.51%
49,436
+8,110
70
$4.52M 0.51%
22,956
-531
71
$4.43M 0.5%
94,926
+3,663
72
$4.41M 0.5%
14,806
-110
73
$4.3M 0.49%
45,905
+3,730
74
$4.25M 0.48%
39,325
+3,488
75
$4.23M 0.48%
37,335
+2,175
1 2
3
4 5