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
$1.57B
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.05M
3
+$2.05M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.73M
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$1.56M

Top Sells

1
+$2.89M
2
+$2.5M
3
+$1.23M
4
AKAM icon
Akamai
AKAM
+$884K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$878K

Sector Composition

1 Technology 20.44%
2 Industrials 14.71%
3 Financials 10.23%
4 Healthcare 8.69%
5 Consumer Staples 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.65M 0.55%
156,197
+18,874
52
$8.62M 0.55%
313,630
+74,401
53
$8.61M 0.55%
44,192
-101
54
$8.6M 0.55%
19,288
-209
55
$8.51M 0.54%
59,471
+304
56
$8.48M 0.54%
42,994
+495
57
$8.29M 0.53%
63,208
+872
58
$8.25M 0.52%
30,784
+805
59
$8.23M 0.52%
85,146
-498
60
$8.18M 0.52%
166,401
+5,517
61
$8.1M 0.51%
83,064
+856
62
$8.05M 0.51%
153,903
+2,356
63
$7.96M 0.51%
72,571
+1,372
64
$7.96M 0.51%
46,443
+39
65
$7.92M 0.5%
224,582
+7,877
66
$7.82M 0.5%
70,994
+796
67
$7.59M 0.48%
16,071
+62
68
$7.53M 0.48%
44,986
+280
69
$7.45M 0.47%
77,615
+689
70
$7.42M 0.47%
23,536
-122
71
$7.28M 0.46%
39,151
+1,534
72
$7.27M 0.46%
347,133
+6,654
73
$7.27M 0.46%
46,886
+653
74
$7.19M 0.46%
24,259
-86
75
$7.09M 0.45%
111,094
+586
1 2
3
4 5