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
851
$1.44K ﹤0.01%
16
852
$1.43K ﹤0.01%
40
853
$1.43K ﹤0.01%
37
854
$1.42K ﹤0.01%
41
855
$1.34K ﹤0.01%
8
856
$1.31K ﹤0.01%
25
857
$1.29K ﹤0.01%
100
858
$1.29K ﹤0.01%
74
859
$1.27K ﹤0.01%
55
860
$1.26K ﹤0.01%
300
861
$1.22K ﹤0.01%
23
-196
862
$1.2K ﹤0.01%
+15
863
$1.2K ﹤0.01%
74
-17
864
$1.14K ﹤0.01%
151
865
$1.13K ﹤0.01%
150
866
$1.13K ﹤0.01%
25
867
$1.13K ﹤0.01%
20
868
$1.09K ﹤0.01%
34
869
$1.08K ﹤0.01%
150
870
$1.08K ﹤0.01%
22
871
$1.06K ﹤0.01%
45
872
$1.04K ﹤0.01%
60
873
$1.03K ﹤0.01%
4
874
$1K ﹤0.01%
+43
875
$967 ﹤0.01%
344
33 34
35
36 37