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
726
$8K ﹤0.01%
1,010
727
$8K ﹤0.01%
45
728
$8K ﹤0.01%
774
729
$8K ﹤0.01%
250
730
$8K ﹤0.01%
+209
731
$8K ﹤0.01%
415
732
$8K ﹤0.01%
200
733
$8K ﹤0.01%
50
734
$8K ﹤0.01%
1,243
735
$7K ﹤0.01%
42
736
$7K ﹤0.01%
95
737
$7K ﹤0.01%
100
738
$7K ﹤0.01%
100
739
$7K ﹤0.01%
117
740
$7K ﹤0.01%
+214
741
$7K ﹤0.01%
142
742
$7K ﹤0.01%
274
+99
743
$7K ﹤0.01%
200
744
$7K ﹤0.01%
66
745
$7K ﹤0.01%
+895
746
$7K ﹤0.01%
60
-86
747
$7K ﹤0.01%
120
748
$7K ﹤0.01%
71
+3
749
$7K ﹤0.01%
183
750
$7K ﹤0.01%
290
-86
28 29
30
31 32