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
726
$7.89K ﹤0.01%
864
727
$7.88K ﹤0.01%
191
+1
728
$7.82K ﹤0.01%
85
729
$7.68K ﹤0.01%
200
730
$7.65K ﹤0.01%
142
-86
731
$7.61K ﹤0.01%
34
-31
732
$7.52K ﹤0.01%
462
+5
733
$7.52K ﹤0.01%
42
734
$7.48K ﹤0.01%
270
735
$7.46K ﹤0.01%
500
736
$7.38K ﹤0.01%
151
737
$7.36K ﹤0.01%
274
738
$7.31K ﹤0.01%
30
739
$7.11K ﹤0.01%
108
+33
740
$7.06K ﹤0.01%
6
741
$6.99K ﹤0.01%
61
-82
742
$6.92K ﹤0.01%
+102
743
$6.9K ﹤0.01%
762
744
$6.87K ﹤0.01%
657
745
$6.82K ﹤0.01%
+149
746
$6.82K ﹤0.01%
130
747
$6.56K ﹤0.01%
120
748
$6.37K ﹤0.01%
89
749
$6.33K ﹤0.01%
100
+5
750
$6.31K ﹤0.01%
13
+3
28 29
30
31 32