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
201
$2.32M 0.15%
8,521
-275
202
$2.31M 0.15%
53,434
-1,921
203
$2.31M 0.15%
5,826
+620
204
$2.3M 0.15%
39,927
+285
205
$2.3M 0.15%
10,191
-134
206
$2.29M 0.15%
30,344
-22
207
$2.26M 0.14%
18,788
+67
208
$2.25M 0.14%
32,288
+1,729
209
$2.24M 0.14%
27,749
+1,366
210
$2.21M 0.14%
7,380
-125
211
$2.17M 0.14%
112,761
+2,782
212
$2.14M 0.14%
28,234
+1,417
213
$2.08M 0.13%
784
+186
214
$2.05M 0.13%
28,012
+1,514
215
$2.02M 0.13%
12,149
-924
216
$2M 0.13%
13,963
+549
217
$1.99M 0.13%
4,845
+47
218
$1.97M 0.12%
49,112
+96
219
$1.93M 0.12%
24,008
-2,625
220
$1.88M 0.12%
39,791
-537
221
$1.87M 0.12%
23,775
+769
222
$1.87M 0.12%
38,437
-3,467
223
$1.79M 0.11%
20,572
+7,979
224
$1.73M 0.11%
21,001
+313
225
$1.72M 0.11%
5,008
+3,790
7 8
9
10 11