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
$885M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.36M
3
+$1.73M
4
ROK icon
Rockwell Automation
ROK
+$1.39M
5
MRK icon
Merck
MRK
+$1.31M

Top Sells

1
+$2.94M
2
+$2.02M
3
+$1.85M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.51M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.38M

Sector Composition

1 Technology 20.76%
2 Industrials 12.44%
3 Financials 10.44%
4 Healthcare 6.77%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.28M 0.37%
26,020
+394
102
$3.15M 0.36%
33,090
+2,356
103
$3.09M 0.35%
11,785
+3,349
104
$3.08M 0.35%
19,020
+1,316
105
$3.06M 0.35%
23,202
+824
106
$3.01M 0.34%
8,904
-459
107
$2.98M 0.34%
38,652
+1,833
108
$2.97M 0.34%
29,869
+51
109
$2.94M 0.33%
15,010
+4,570
110
$2.93M 0.33%
37,552
+8,406
111
$2.93M 0.33%
97,084
+20,540
112
$2.88M 0.33%
105,905
-1,301
113
$2.83M 0.32%
10,182
-194
114
$2.79M 0.32%
26,093
+1,979
115
$2.79M 0.32%
68,186
+6,922
116
$2.74M 0.31%
68,107
+4,173
117
$2.73M 0.31%
40,057
-13,884
118
$2.73M 0.31%
22,267
+5,468
119
$2.72M 0.31%
103,384
-5,580
120
$2.71M 0.31%
74,082
+12,400
121
$2.69M 0.3%
18,276
+1,417
122
$2.69M 0.3%
111,480
+7,487
123
$2.59M 0.29%
72,244
+3,482
124
$2.58M 0.29%
41,815
+2,739
125
$2.58M 0.29%
10,145
+1,978
3 4
5
6 7