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
851
$1K ﹤0.01%
14
852
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853
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100
854
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35
855
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30
-19
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+39
857
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55
858
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18
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859
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20
860
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-107
861
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7
+2
862
$1K ﹤0.01%
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863
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180
864
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81
865
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21
-90
866
$1K ﹤0.01%
15
867
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200
868
$1K ﹤0.01%
25
869
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+74
870
$1K ﹤0.01%
45
871
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12
872
$1K ﹤0.01%
120
873
$1K ﹤0.01%
30
+15
874
$1K ﹤0.01%
13
875
$1K ﹤0.01%
375
-200
33 34
35
36 37