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
201
$1.99M 0.15%
88,112
+67,486
202
$1.97M 0.15%
26,052
-117
203
$1.97M 0.15%
29,497
+296
204
$1.95M 0.15%
53,169
+2,084
205
$1.92M 0.15%
18,433
-2,933
206
$1.91M 0.15%
54,828
+751
207
$1.85M 0.14%
13,173
-173
208
$1.82M 0.14%
30,286
+14,133
209
$1.81M 0.14%
84,869
-15,726
210
$1.78M 0.14%
67,951
+58,382
211
$1.74M 0.13%
43,722
-2,377
212
$1.73M 0.13%
13,612
-126
213
$1.72M 0.13%
4,807
+76
214
$1.71M 0.13%
42,842
-1,137
215
$1.7M 0.13%
8,956
-321
216
$1.67M 0.13%
126,704
+6,732
217
$1.6M 0.12%
36,809
-325
218
$1.6M 0.12%
11,742
+910
219
$1.56M 0.12%
101,767
-6,797
220
$1.55M 0.12%
70,215
+1,470
221
$1.54M 0.12%
15,971
-1,110
222
$1.52M 0.12%
30,254
+2,006
223
$1.46M 0.11%
63,802
+13,780
224
$1.44M 0.11%
55,664
+4,916
225
$1.41M 0.11%
4,288
+1,770
7 8
9
10 11