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
176
$2.78M 0.18%
13,329
+849
177
$2.78M 0.18%
14,536
-13,060
178
$2.72M 0.17%
24,745
+163
179
$2.67M 0.17%
75,586
-1,148
180
$2.66M 0.17%
46,280
+2,244
181
$2.66M 0.17%
53,414
-2,377
182
$2.66M 0.17%
143,119
-614
183
$2.65M 0.17%
26,130
-348
184
$2.63M 0.17%
30,970
-2,202
185
$2.63M 0.17%
25,311
-674
186
$2.57M 0.16%
21,198
+4,027
187
$2.57M 0.16%
64,948
+18
188
$2.56M 0.16%
3,823
+90
189
$2.55M 0.16%
27,249
-3,721
190
$2.54M 0.16%
31,501
+1,596
191
$2.52M 0.16%
23,067
-264
192
$2.52M 0.16%
57,351
+6,296
193
$2.5M 0.16%
13,606
-35
194
$2.48M 0.16%
28,999
+130
195
$2.43M 0.15%
77,871
+842
196
$2.43M 0.15%
15,664
-159
197
$2.38M 0.15%
12,451
+202
198
$2.37M 0.15%
41,020
+440
199
$2.35M 0.15%
25,576
+2,067
200
$2.33M 0.15%
48,963
+3,204
6 7
8
9 10