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
$1.3B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.06M
3
+$2.37M
4
WSO icon
Watsco Inc
WSO
+$2.13M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.53M

Top Sells

1
+$6.16M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.64M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.38M

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
51
$7.29M 0.56%
44,641
+828
52
$7.2M 0.55%
66,046
+5,011
53
$6.99M 0.54%
45,595
+1,724
54
$6.92M 0.53%
58,255
+7,049
55
$6.87M 0.53%
93,473
+4,524
56
$6.76M 0.52%
109,328
+394
57
$6.73M 0.52%
76,849
+1,793
58
$6.73M 0.52%
57,902
+1,271
59
$6.65M 0.51%
32,851
+166
60
$6.61M 0.51%
152,787
+6,978
61
$6.6M 0.51%
27,508
+309
62
$6.54M 0.5%
43,773
+312
63
$6.52M 0.5%
171,685
-17,916
64
$6.51M 0.5%
28,787
+333
65
$6.33M 0.49%
24,245
+193
66
$6.29M 0.48%
21,898
-387
67
$6.27M 0.48%
121,841
-1,943
68
$6.26M 0.48%
156,465
+3,065
69
$6.2M 0.48%
23,147
+267
70
$6.18M 0.47%
212,827
+17,642
71
$6.1M 0.47%
21,975
+72
72
$6.09M 0.47%
121,502
+26,037
73
$6.08M 0.47%
68,880
+1,923
74
$6.06M 0.47%
34,439
+1,168
75
$5.99M 0.46%
75,365
+2,112
1 2
3
4 5