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
251
$804K 0.06%
6,600
252
$791K 0.06%
+12,647
253
$788K 0.06%
46,496
+2,156
254
$779K 0.06%
21,928
+287
255
$775K 0.06%
110,595
256
$767K 0.06%
298,335
257
$749K 0.06%
16,807
+2,722
258
$747K 0.06%
4,760
+9
259
$722K 0.05%
3,499
-160
260
$716K 0.05%
4,491
+4,418
261
$716K 0.05%
7,864
+1,860
262
$715K 0.05%
3,288
+1
263
$715K 0.05%
13,630
-1,080
264
$709K 0.05%
18,094
-467
265
$691K 0.05%
12,464
-4,204
266
$685K 0.05%
2,778
-156
267
$677K 0.05%
3,221
+634
268
$676K 0.05%
12,354
+4,830
269
$673K 0.05%
4,980
-1,227
270
$673K 0.05%
10,691
-79
271
$664K 0.05%
1,388
+97
272
$659K 0.05%
9,351
-343
273
$656K 0.05%
2,659
274
$650K 0.05%
3,380
275
$646K 0.05%
6,961
9 10
11
12 13