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GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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
751
$7K ﹤0.01%
1,115
-59
752
$7K ﹤0.01%
42
753
$7K ﹤0.01%
95
754
$7K ﹤0.01%
100
755
$7K ﹤0.01%
66
756
$7K ﹤0.01%
+895
757
$7K ﹤0.01%
60
-86
758
$7K ﹤0.01%
120
759
$7K ﹤0.01%
71
+3
760
$6K ﹤0.01%
75
761
$6K ﹤0.01%
62
+4
762
$6K ﹤0.01%
172
763
$6K ﹤0.01%
+117
764
$6K ﹤0.01%
195
765
$6K ﹤0.01%
210
766
$6K ﹤0.01%
800
767
$6K ﹤0.01%
+100
768
$6K ﹤0.01%
100
769
$6K ﹤0.01%
500
770
$6K ﹤0.01%
158
771
$6K ﹤0.01%
+66
772
$6K ﹤0.01%
150
773
$6K ﹤0.01%
+400
774
$5K ﹤0.01%
1,000
775
$5K ﹤0.01%
200
29 30
31
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