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
751
$7K ﹤0.01%
+252
752
$7K ﹤0.01%
+254
753
$7K ﹤0.01%
262
-8
754
$7K ﹤0.01%
34
755
$7K ﹤0.01%
130
756
$7K ﹤0.01%
+6
757
$7K ﹤0.01%
1,115
-59
758
$7K ﹤0.01%
270
759
$7K ﹤0.01%
200
760
$6K ﹤0.01%
+117
761
$6K ﹤0.01%
195
762
$6K ﹤0.01%
210
763
$6K ﹤0.01%
800
764
$6K ﹤0.01%
+100
765
$6K ﹤0.01%
172
766
$6K ﹤0.01%
100
767
$6K ﹤0.01%
500
768
$6K ﹤0.01%
158
769
$6K ﹤0.01%
+66
770
$6K ﹤0.01%
150
771
$6K ﹤0.01%
75
772
$6K ﹤0.01%
62
+4
773
$6K ﹤0.01%
+400
774
$5K ﹤0.01%
499
+69
775
$5K ﹤0.01%
125
29 30
31
32 33