GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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%
+2
727
$8K ﹤0.01%
1,010
728
$8K ﹤0.01%
45
729
$8K ﹤0.01%
774
730
$8K ﹤0.01%
250
731
$8K ﹤0.01%
+209
732
$8K ﹤0.01%
415
733
$8K ﹤0.01%
200
734
$8K ﹤0.01%
1,243
735
$7K ﹤0.01%
183
736
$7K ﹤0.01%
290
-86
737
$7K ﹤0.01%
100
738
$7K ﹤0.01%
42
739
$7K ﹤0.01%
95
740
$7K ﹤0.01%
100
741
$7K ﹤0.01%
117
742
$7K ﹤0.01%
+214
743
$7K ﹤0.01%
142
744
$7K ﹤0.01%
274
+99
745
$7K ﹤0.01%
200
746
$7K ﹤0.01%
66
747
$7K ﹤0.01%
+895
748
$7K ﹤0.01%
60
-86
749
$7K ﹤0.01%
120
750
$7K ﹤0.01%
71
+3
28 29
30
31 32