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
101
$4.77M 0.37%
110,699
-1,675
102
$4.75M 0.36%
137,828
+7,032
103
$4.71M 0.36%
52,129
+2,363
104
$4.69M 0.36%
49,735
-3,209
105
$4.65M 0.36%
27,835
-218
106
$4.6M 0.35%
23,561
+508
107
$4.57M 0.35%
19,630
+436
108
$4.5M 0.35%
107,041
+1,782
109
$4.42M 0.34%
61,439
+10,574
110
$4.41M 0.34%
83,701
+58,120
111
$4.4M 0.34%
106,011
+708
112
$4.33M 0.33%
16,520
+6
113
$4.29M 0.33%
14,169
+1,071
114
$4.22M 0.32%
59,050
+2,097
115
$4.21M 0.32%
36,489
+2,818
116
$4.17M 0.32%
58,744
-2,454
117
$4.12M 0.32%
27,769
-115
118
$4.03M 0.31%
22,700
+2,415
119
$3.93M 0.3%
47,525
+660
120
$3.9M 0.3%
19,507
+1,706
121
$3.88M 0.3%
76,530
-3,200
122
$3.87M 0.3%
12,015
+416
123
$3.87M 0.3%
46,767
+850
124
$3.85M 0.3%
161,496
+8,364
125
$3.74M 0.29%
75,104
+109
3 4
5
6 7