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GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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
+$3.6M
2
+$3.42M
3
+$2.69M
4
WSO icon
Watsco Inc
WSO
+$2.25M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.78M

Top Sells

1
+$6.86M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.84M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.58M

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
726
$8K ﹤0.01%
50
727
$8K ﹤0.01%
193
728
$8K ﹤0.01%
+2
729
$8K ﹤0.01%
1,010
730
$8K ﹤0.01%
45
731
$8K ﹤0.01%
774
732
$8K ﹤0.01%
200
733
$8K ﹤0.01%
50
734
$8K ﹤0.01%
1,243
735
$7K ﹤0.01%
270
736
$7K ﹤0.01%
100
737
$7K ﹤0.01%
117
738
$7K ﹤0.01%
+214
739
$7K ﹤0.01%
142
740
$7K ﹤0.01%
274
+99
741
$7K ﹤0.01%
200
742
$7K ﹤0.01%
183
743
$7K ﹤0.01%
290
-86
744
$7K ﹤0.01%
30
745
$7K ﹤0.01%
+252
746
$7K ﹤0.01%
+267
747
$7K ﹤0.01%
262
-8
748
$7K ﹤0.01%
34
749
$7K ﹤0.01%
130
750
$7K ﹤0.01%
+6
28 29
30
31 32