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
826
$1.98K ﹤0.01%
45
827
$1.96K ﹤0.01%
20
-1,187
828
$1.93K ﹤0.01%
75
829
$1.93K ﹤0.01%
60
830
$1.92K ﹤0.01%
46
-44
831
$1.89K ﹤0.01%
66
+1
832
$1.83K ﹤0.01%
+12
833
$1.81K ﹤0.01%
+11
834
$1.79K ﹤0.01%
+40
835
$1.79K ﹤0.01%
75
836
$1.77K ﹤0.01%
100
837
$1.75K ﹤0.01%
500
838
$1.73K ﹤0.01%
53
839
$1.72K ﹤0.01%
81
840
$1.68K ﹤0.01%
100
841
$1.65K ﹤0.01%
+297
842
$1.59K ﹤0.01%
35
843
$1.57K ﹤0.01%
40
844
$1.57K ﹤0.01%
112
+1
845
$1.57K ﹤0.01%
61
846
$1.56K ﹤0.01%
375
847
$1.56K ﹤0.01%
93
848
$1.52K ﹤0.01%
26
-74
849
$1.51K ﹤0.01%
100
850
$1.48K ﹤0.01%
+26
32 33
34
35 36