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
$583M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.28M
3
+$1.95M
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.92M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.26M

Top Sells

1
+$1.11M
2
+$915K
3
+$313K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$292K
5
META icon
Meta Platforms (Facebook)
META
+$271K

Sector Composition

1 Technology 12.78%
2 Financials 8.98%
3 Industrials 8.72%
4 Healthcare 6.75%
5 Consumer Staples 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.81M 0.31%
13,348
+1,313
102
$1.8M 0.31%
12,594
-39
103
$1.78M 0.31%
38,706
-317
104
$1.72M 0.3%
21,695
-410
105
$1.7M 0.29%
95,464
+3,772
106
$1.69M 0.29%
30,679
-1,360
107
$1.68M 0.29%
13,255
+495
108
$1.68M 0.29%
27,648
+157
109
$1.61M 0.28%
42,851
+1,547
110
$1.61M 0.28%
19,924
+1,236
111
$1.57M 0.27%
59,486
+5,750
112
$1.56M 0.27%
10,559
+312
113
$1.5M 0.26%
52,614
+9
114
$1.5M 0.26%
35,832
+1,431
115
$1.48M 0.25%
11,285
116
$1.46M 0.25%
23,764
-1,504
117
$1.45M 0.25%
33,688
+9,515
118
$1.44M 0.25%
12,815
+176
119
$1.44M 0.25%
26,067
+365
120
$1.42M 0.24%
17,906
+892
121
$1.39M 0.24%
23,235
+1,535
122
$1.38M 0.24%
26,769
+564
123
$1.37M 0.24%
26,322
124
$1.36M 0.23%
11,006
+1,304
125
$1.34M 0.23%
24,113
+2,382
3 4
5
6 7