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
826
$1.97K ﹤0.01%
500
827
$1.93K ﹤0.01%
21
828
$1.88K ﹤0.01%
100
829
$1.84K ﹤0.01%
45
830
$1.83K ﹤0.01%
40
831
$1.75K ﹤0.01%
60
832
$1.71K ﹤0.01%
151
+150
833
$1.67K ﹤0.01%
65
+40
834
$1.66K ﹤0.01%
150
835
$1.66K ﹤0.01%
53
836
$1.59K ﹤0.01%
41
837
$1.57K ﹤0.01%
+40
838
$1.56K ﹤0.01%
150
839
$1.55K ﹤0.01%
55
840
$1.53K ﹤0.01%
111
841
$1.52K ﹤0.01%
1,000
842
$1.45K ﹤0.01%
200
843
$1.43K ﹤0.01%
100
844
$1.4K ﹤0.01%
81
845
$1.4K ﹤0.01%
300
846
$1.4K ﹤0.01%
+93
847
$1.37K ﹤0.01%
8
848
$1.35K ﹤0.01%
+16
849
$1.34K ﹤0.01%
100
850
$1.34K ﹤0.01%
91
-58
32 33
34
35 36