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
776
$4.87K ﹤0.01%
207
777
$4.77K ﹤0.01%
432
778
$4.77K ﹤0.01%
308
+80
779
$4.71K ﹤0.01%
200
+2
780
$4.63K ﹤0.01%
75
781
$4.59K ﹤0.01%
25
782
$4.57K ﹤0.01%
+73
783
$4.52K ﹤0.01%
100
784
$4.52K ﹤0.01%
120
-157
785
$4.4K ﹤0.01%
72
786
$4.29K ﹤0.01%
+176
787
$4.14K ﹤0.01%
25
788
$4.13K ﹤0.01%
90
-23
789
$4.07K ﹤0.01%
175
-885
790
$4.03K ﹤0.01%
100
791
$3.96K ﹤0.01%
135
792
$3.95K ﹤0.01%
204
793
$3.92K ﹤0.01%
77
794
$3.89K ﹤0.01%
100
795
$3.81K ﹤0.01%
100
796
$3.79K ﹤0.01%
+181
797
$3.73K ﹤0.01%
127
798
$3.67K ﹤0.01%
735
-380
799
$3.67K ﹤0.01%
188
-261
800
$3.62K ﹤0.01%
1,170
30 31
32
33 34