GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
+$3.6M
2
+$3.42M
3
+$2.69M
4
WSO icon
Watsco Inc
WSO
+$2.25M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.78M

Top Sells

1
+$6.86M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.84M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.58M

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%
77
827
$2K ﹤0.01%
+133
828
$2K ﹤0.01%
100
829
$2K ﹤0.01%
60
830
$2K ﹤0.01%
200
831
$2K ﹤0.01%
35
832
$2K ﹤0.01%
53
833
$2K ﹤0.01%
138
834
$2K ﹤0.01%
111
835
$2K ﹤0.01%
100
836
$2K ﹤0.01%
123
+23
837
$2K ﹤0.01%
18
838
$2K ﹤0.01%
48
839
$2K ﹤0.01%
75
840
$2K ﹤0.01%
61
841
$2K ﹤0.01%
75
842
$2K ﹤0.01%
8
843
$2K ﹤0.01%
344
844
$2K ﹤0.01%
18
845
$2K ﹤0.01%
40
846
$2K ﹤0.01%
+21
847
$2K ﹤0.01%
253
848
$2K ﹤0.01%
62
849
$2K ﹤0.01%
22
850
$1K ﹤0.01%
52
32 33
34
35 36