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
751
$6.23K ﹤0.01%
+100
752
$6.09K ﹤0.01%
46
753
$6.08K ﹤0.01%
+45
754
$5.96K ﹤0.01%
50
755
$5.96K ﹤0.01%
151
756
$5.91K ﹤0.01%
195
757
$5.84K ﹤0.01%
50
758
$5.81K ﹤0.01%
314
+144
759
$5.77K ﹤0.01%
8
760
$5.76K ﹤0.01%
172
761
$5.71K ﹤0.01%
75
762
$5.68K ﹤0.01%
499
763
$5.6K ﹤0.01%
+185
764
$5.56K ﹤0.01%
119
765
$5.55K ﹤0.01%
125
766
$5.52K ﹤0.01%
345
767
$5.5K ﹤0.01%
12
768
$5.41K ﹤0.01%
228
769
$5.4K ﹤0.01%
+175
770
$5.32K ﹤0.01%
+213
771
$5.24K ﹤0.01%
251
772
$5.19K ﹤0.01%
467
773
$4.98K ﹤0.01%
+156
774
$4.95K ﹤0.01%
178
775
$4.87K ﹤0.01%
+49
29 30
31
32 33