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
$1.57B
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.05M
3
+$2.05M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.73M
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$1.56M

Top Sells

1
+$2.89M
2
+$2.5M
3
+$1.23M
4
AKAM icon
Akamai
AKAM
+$884K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$878K

Sector Composition

1 Technology 20.44%
2 Industrials 14.71%
3 Financials 10.23%
4 Healthcare 8.69%
5 Consumer Staples 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.61M 0.36%
35,643
+1,757
102
$5.59M 0.35%
12,149
+315
103
$5.54M 0.35%
89,504
-783
104
$5.52M 0.35%
90,598
-14,406
105
$5.49M 0.35%
27,992
+895
106
$5.48M 0.35%
51,014
+2,335
107
$5.47M 0.35%
140,777
+8,542
108
$5.34M 0.34%
15,894
+475
109
$5.31M 0.34%
23,496
-118
110
$5.31M 0.34%
36,199
+735
111
$5.18M 0.33%
13,446
+1,695
112
$5.16M 0.33%
22,341
+90
113
$5.15M 0.33%
24,293
+1,152
114
$5.12M 0.33%
23,642
+23
115
$5.09M 0.32%
15,996
+222
116
$5.01M 0.32%
56,672
+744
117
$4.91M 0.31%
100,053
-1,764
118
$4.86M 0.31%
77,587
+564
119
$4.82M 0.31%
45,772
-23
120
$4.8M 0.3%
56,888
+1,284
121
$4.7M 0.3%
113,298
-1,674
122
$4.66M 0.3%
46,544
+3,073
123
$4.63M 0.29%
13,037
+333
124
$4.63M 0.29%
32,363
+93
125
$4.53M 0.29%
14,239
+825
3 4
5
6 7