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
776
$4.61K ﹤0.01%
25
777
$4.53K ﹤0.01%
1,170
778
$4.47K ﹤0.01%
77
779
$4.46K ﹤0.01%
72
780
$4.45K ﹤0.01%
477
+45
781
$4.43K ﹤0.01%
100
782
$4.43K ﹤0.01%
30
-15
783
$4.28K ﹤0.01%
100
784
$4.28K ﹤0.01%
100
785
$4.23K ﹤0.01%
181
786
$4.17K ﹤0.01%
+84
787
$4.06K ﹤0.01%
+30
788
$4.01K ﹤0.01%
+127
789
$3.94K ﹤0.01%
135
790
$3.83K ﹤0.01%
188
791
$3.82K ﹤0.01%
113
-193
792
$3.77K ﹤0.01%
+50
793
$3.6K ﹤0.01%
251
794
$3.55K ﹤0.01%
170
-144
795
$3.5K ﹤0.01%
151
-56
796
$3.37K ﹤0.01%
+41
797
$3.27K ﹤0.01%
+38
798
$3.24K ﹤0.01%
1,236
+1,136
799
$3.13K ﹤0.01%
175
800
$3.06K ﹤0.01%
147
30 31
32
33 34