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
801
$3.53K ﹤0.01%
351
+4
802
$3.49K ﹤0.01%
110
803
$3.25K ﹤0.01%
147
804
$3.21K ﹤0.01%
29
-84
805
$2.81K ﹤0.01%
550
806
$2.73K ﹤0.01%
116
807
$2.72K ﹤0.01%
86
808
$2.72K ﹤0.01%
83
809
$2.69K ﹤0.01%
133
810
$2.59K ﹤0.01%
182
811
$2.59K ﹤0.01%
60
812
$2.56K ﹤0.01%
41
813
$2.55K ﹤0.01%
270
814
$2.53K ﹤0.01%
138
-462
815
$2.5K ﹤0.01%
31
816
$2.44K ﹤0.01%
75
817
$2.44K ﹤0.01%
61
818
$2.43K ﹤0.01%
75
819
$2.35K ﹤0.01%
245
+1
820
$2.33K ﹤0.01%
36
821
$2.16K ﹤0.01%
100
822
$2.12K ﹤0.01%
375
823
$2.05K ﹤0.01%
75
824
$2.03K ﹤0.01%
18
825
$2.01K ﹤0.01%
344
31 32
33
34 35