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
801
$3.05K ﹤0.01%
+40
802
$3.03K ﹤0.01%
127
803
$2.92K ﹤0.01%
83
804
$2.88K ﹤0.01%
+500
805
$2.87K ﹤0.01%
41
806
$2.82K ﹤0.01%
550
807
$2.81K ﹤0.01%
116
808
$2.79K ﹤0.01%
60
809
$2.77K ﹤0.01%
86
810
$2.71K ﹤0.01%
+40
811
$2.7K ﹤0.01%
138
812
$2.67K ﹤0.01%
182
813
$2.64K ﹤0.01%
+78
814
$2.64K ﹤0.01%
36
815
$2.64K ﹤0.01%
+166
816
$2.6K ﹤0.01%
59
-149
817
$2.57K ﹤0.01%
31
818
$2.46K ﹤0.01%
270
819
$2.46K ﹤0.01%
375
+300
820
$2.41K ﹤0.01%
133
821
$2.26K ﹤0.01%
199
-46
822
$2.15K ﹤0.01%
18
823
$2.11K ﹤0.01%
100
824
$2.05K ﹤0.01%
21
825
$2.03K ﹤0.01%
+250
31 32
33
34 35