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
76
$5.92M 0.45%
75,512
-2,312
77
$5.88M 0.45%
17,295
+588
78
$5.86M 0.45%
28,179
+1,675
79
$5.85M 0.45%
110,657
+4,336
80
$5.82M 0.45%
303,596
+12,030
81
$5.81M 0.45%
29,223
+2,340
82
$5.64M 0.43%
36,418
+3,082
83
$5.63M 0.43%
128,425
-2,755
84
$5.63M 0.43%
40,394
+1,046
85
$5.61M 0.43%
91,910
+1,603
86
$5.57M 0.43%
216,710
-16,310
87
$5.35M 0.41%
20,215
-678
88
$5.28M 0.41%
65,707
-1,641
89
$5.26M 0.4%
22,902
+3,501
90
$5.26M 0.4%
48,660
+102
91
$5.24M 0.4%
46,648
+257
92
$5.21M 0.4%
67,971
+1,372
93
$5.2M 0.4%
54,762
+2,817
94
$5.17M 0.4%
92,370
-345
95
$5.15M 0.4%
35,654
+522
96
$5.15M 0.4%
25,558
+508
97
$5.07M 0.39%
11,168
+660
98
$5.07M 0.39%
19,686
+84
99
$5.05M 0.39%
18,737
+51
100
$4.83M 0.37%
177,773
+54,292
2 3
4
5 6