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
126
$3.73M 0.29%
27,504
-545
127
$3.71M 0.28%
16,468
+773
128
$3.7M 0.28%
26,907
+6,610
129
$3.69M 0.28%
43,825
+529
130
$3.64M 0.28%
51,821
-56
131
$3.62M 0.28%
119,860
+1,486
132
$3.58M 0.27%
88,843
+2,465
133
$3.56M 0.27%
128,041
+116,547
134
$3.53M 0.27%
28,362
-1,080
135
$3.51M 0.27%
136,374
-8,433
136
$3.49M 0.27%
21,086
+2,285
137
$3.47M 0.27%
186,480
-2,580
138
$3.47M 0.27%
14,305
+774
139
$3.33M 0.26%
10,910
+48
140
$3.33M 0.26%
25,806
-210
141
$3.31M 0.25%
69,303
+14,134
142
$3.29M 0.25%
31,355
+3,221
143
$3.29M 0.25%
43,766
+14,067
144
$3.27M 0.25%
43,890
+1,091
145
$3.27M 0.25%
3,013
+180
146
$3.22M 0.25%
39,871
+2,599
147
$3.21M 0.25%
11,636
+11
148
$3.21M 0.25%
15,108
+1,231
149
$3.16M 0.24%
43,589
-231
150
$3.16M 0.24%
47,404
-855
4 5
6
7 8