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
751
$6.34K ﹤0.01%
+118
752
$6.22K ﹤0.01%
+45
753
$6.19K ﹤0.01%
236
+60
754
$6.12K ﹤0.01%
93
-48
755
$6.12K ﹤0.01%
120
756
$6K ﹤0.01%
119
757
$6K ﹤0.01%
204
758
$6K ﹤0.01%
125
759
$5.92K ﹤0.01%
172
760
$5.92K ﹤0.01%
213
761
$5.86K ﹤0.01%
175
762
$5.83K ﹤0.01%
12
763
$5.63K ﹤0.01%
202
+2
764
$5.61K ﹤0.01%
345
765
$5.6K ﹤0.01%
+2,604
766
$5.57K ﹤0.01%
228
767
$5.35K ﹤0.01%
178
768
$5.22K ﹤0.01%
185
769
$4.96K ﹤0.01%
100
770
$4.92K ﹤0.01%
+97
771
$4.86K ﹤0.01%
+65
772
$4.85K ﹤0.01%
25
773
$4.81K ﹤0.01%
110
774
$4.77K ﹤0.01%
75
775
$4.69K ﹤0.01%
150
-1
29 30
31
32 33