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
$1.3B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.06M
3
+$2.37M
4
WSO icon
Watsco Inc
WSO
+$2.13M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.53M

Top Sells

1
+$6.16M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.64M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.38M

Sector Composition

1 Technology 19.88%
2 Industrials 13.82%
3 Financials 11.13%
4 Healthcare 9.17%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
100
827
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+75
828
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60
829
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200
830
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35
831
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53
832
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138
833
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834
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100
835
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55
-100
836
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123
+23
837
$2K ﹤0.01%
18
838
$2K ﹤0.01%
48
839
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75
840
$2K ﹤0.01%
61
841
$2K ﹤0.01%
75
842
$2K ﹤0.01%
8
843
$2K ﹤0.01%
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844
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18
845
$2K ﹤0.01%
40
846
$2K ﹤0.01%
+21
847
$2K ﹤0.01%
253
848
$2K ﹤0.01%
31
849
$2K ﹤0.01%
22
850
$1K ﹤0.01%
25
32 33
34
35 36