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
851
$1.33K ﹤0.01%
45
852
$1.28K ﹤0.01%
+22
853
$1.2K ﹤0.01%
74
854
$1.13K ﹤0.01%
8
855
$1.13K ﹤0.01%
+35
856
$1.11K ﹤0.01%
25
857
$1.07K ﹤0.01%
35
858
$1.05K ﹤0.01%
100
859
$1.02K ﹤0.01%
+60
860
$1.01K ﹤0.01%
100
861
$1.01K ﹤0.01%
37
862
$982 ﹤0.01%
120
863
$980 ﹤0.01%
34
864
$962 ﹤0.01%
14
865
$952 ﹤0.01%
+25
866
$890 ﹤0.01%
20
867
$881 ﹤0.01%
15
868
$873 ﹤0.01%
180
869
$864 ﹤0.01%
970
870
$858 ﹤0.01%
17
871
$840 ﹤0.01%
9
-107
872
$788 ﹤0.01%
21
+1
873
$722 ﹤0.01%
50
874
$700 ﹤0.01%
100
875
$696 ﹤0.01%
100
33 34
35
36 37