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
$1.71B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$3.81M
3
+$3.47M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.75M
5
EMR icon
Emerson Electric
EMR
+$2M

Top Sells

1
+$3.9M
2
+$3.27M
3
+$3.13M
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.36M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.19M

Sector Composition

1 Technology 20.38%
2 Industrials 15.57%
3 Financials 10.44%
4 Healthcare 8.81%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7.47K ﹤0.01%
151
727
$7.45K ﹤0.01%
200
728
$7.41K ﹤0.01%
571
-228
729
$7.38K ﹤0.01%
500
730
$7.29K ﹤0.01%
200
731
$7.25K ﹤0.01%
46
732
$7.23K ﹤0.01%
130
733
$7.18K ﹤0.01%
103
-36
734
$7.15K ﹤0.01%
50
735
$7.11K ﹤0.01%
274
736
$7.1K ﹤0.01%
71
737
$7.07K ﹤0.01%
6
738
$7.05K ﹤0.01%
669
+12
739
$7.01K ﹤0.01%
50
740
$6.84K ﹤0.01%
142
741
$6.74K ﹤0.01%
195
+75
742
$6.67K ﹤0.01%
100
743
$6.66K ﹤0.01%
100
-200
744
$6.65K ﹤0.01%
+231
745
$6.64K ﹤0.01%
308
746
$6.64K ﹤0.01%
75
747
$6.53K ﹤0.01%
151
748
$6.48K ﹤0.01%
+217
749
$6.42K ﹤0.01%
13
750
$6.39K ﹤0.01%
28
-141
28 29
30
31 32