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
$885M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.36M
3
+$1.73M
4
ROK icon
Rockwell Automation
ROK
+$1.39M
5
MRK icon
Merck
MRK
+$1.31M

Top Sells

1
+$2.94M
2
+$2.02M
3
+$1.85M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.51M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.38M

Sector Composition

1 Technology 20.76%
2 Industrials 12.44%
3 Financials 10.44%
4 Healthcare 6.77%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$672K 0.08%
690
+15
202
$671K 0.08%
269,375
203
$658K 0.07%
7,656
+326
204
$647K 0.07%
5,380
-300
205
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3,281
+1
206
$637K 0.07%
48,551
207
$611K 0.07%
4,701
-888
208
$606K 0.07%
9,593
-1,579
209
$605K 0.07%
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210
$578K 0.07%
6,961
211
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2,554
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212
$556K 0.06%
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213
$547K 0.06%
11,075
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214
$523K 0.06%
15,016
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215
$506K 0.06%
5,774
-64
216
$500K 0.06%
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217
$475K 0.05%
14,680
218
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3,185
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219
$470K 0.05%
34,998
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220
$457K 0.05%
3,640
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221
$456K 0.05%
67,292
-14,680
222
$455K 0.05%
1,442
223
$444K 0.05%
12,369
-6,697
224
$443K 0.05%
10,968
-6,409
225
$424K 0.05%
2,491
+1
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9
10 11