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
151
$3.13M 0.24%
66,469
+2,750
152
$3.12M 0.24%
51,911
-283
153
$3.1M 0.24%
25,297
+498
154
$3M 0.23%
45,601
+4,101
155
$2.98M 0.23%
89,116
-224
156
$2.9M 0.22%
124,932
-5,605
157
$2.89M 0.22%
20,136
+516
158
$2.86M 0.22%
35,960
+7,612
159
$2.84M 0.22%
141,445
-311
160
$2.83M 0.22%
19,506
+204
161
$2.81M 0.22%
102,929
+2,245
162
$2.8M 0.21%
7,732
-542
163
$2.73M 0.21%
30,933
-767
164
$2.72M 0.21%
32,971
+1,755
165
$2.7M 0.21%
36,414
-560
166
$2.67M 0.2%
60,692
-238
167
$2.62M 0.2%
98,556
+7,968
168
$2.6M 0.2%
29,770
+2,826
169
$2.6M 0.2%
88,498
+2,241
170
$2.59M 0.2%
32,279
+9,254
171
$2.59M 0.2%
36,351
+9,041
172
$2.58M 0.2%
26,632
+311
173
$2.56M 0.2%
28,158
-1,984
174
$2.51M 0.19%
67,460
-555
175
$2.46M 0.19%
39,024
+2,243
5 6
7
8 9