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
$314M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$410K
3
+$389K
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$349K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$331K

Top Sells

1
+$684K
2
+$358K
3
+$331K
4
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$282K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$279K

Sector Composition

1 Technology 9.46%
2 Industrials 7.36%
3 Financials 7.35%
4 Healthcare 6.97%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$398K 0.13%
13,885
-861
177
$392K 0.13%
5,073
178
$391K 0.12%
66,075
+3,400
179
$385K 0.12%
8,224
+472
180
$382K 0.12%
3,370
181
$382K 0.12%
7,788
+1
182
$378K 0.12%
3,311
+2
183
$378K 0.12%
7,023
+328
184
$376K 0.12%
4,798
+120
185
$376K 0.12%
9,719
186
$375K 0.12%
200
187
$374K 0.12%
10,670
+6
188
$373K 0.12%
625
189
$369K 0.12%
13,545
+300
190
$368K 0.12%
5,055
191
$364K 0.12%
10,244
+842
192
$359K 0.11%
6,268
193
$356K 0.11%
4,815
+375
194
$356K 0.11%
11,711
-361
195
$351K 0.11%
4,398
196
$347K 0.11%
6,405
+784
197
$339K 0.11%
12,401
-102
198
$336K 0.11%
4,054
199
$336K 0.11%
30,385
+778
200
$332K 0.11%
3,400
-11
6 7
8
9 10