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
$1.34B
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.93M
3
+$1.63M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.29M
5
TNET icon
TriNet
TNET
+$1.19M

Top Sells

1
+$2.4M
2
+$1.02M
3
+$785K
4
T icon
AT&T
T
+$774K
5
MLR icon
Miller Industries
MLR
+$585K

Sector Composition

1 Technology 20.05%
2 Industrials 13%
3 Financials 10.85%
4 Healthcare 9.28%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.33M 0.1%
19,076
+4,525
227
$1.26M 0.09%
16,204
-1,873
228
$1.25M 0.09%
24,141
-167
229
$1.24M 0.09%
7,870
+810
230
$1.18M 0.09%
64,930
231
$1.17M 0.09%
17,192
+65
232
$1.15M 0.09%
13,024
233
$1.15M 0.09%
15,067
-4,904
234
$1.13M 0.08%
28,094
-4,071
235
$1.09M 0.08%
50,022
+5,896
236
$1.02M 0.08%
208,754
+29,299
237
$1.01M 0.07%
12,505
-928
238
$992K 0.07%
27,776
-3,134
239
$986K 0.07%
12,395
-374
240
$960K 0.07%
16,153
+15,244
241
$950K 0.07%
8,097
+243
242
$931K 0.07%
8,603
-1
243
$927K 0.07%
3,308
-125
244
$918K 0.07%
16,718
+3,174
245
$902K 0.07%
3,935
246
$899K 0.07%
82,825
+4,272
247
$895K 0.07%
5,842
-358
248
$873K 0.06%
2,518
+913
249
$863K 0.06%
48,551
250
$836K 0.06%
12,824
-704
8 9
10
11 12