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
276
$620K 0.05%
17,458
-1,370
277
$620K 0.05%
+2,782
278
$613K 0.05%
9,546
-282
279
$560K 0.04%
20,626
+18,744
280
$558K 0.04%
1,590
281
$544K 0.04%
8,798
+832
282
$538K 0.04%
5,070
-890
283
$537K 0.04%
2,361
-127
284
$527K 0.04%
27,040
+464
285
$524K 0.04%
7,413
-636
286
$516K 0.04%
16,647
+108
287
$512K 0.04%
+2,083
288
$512K 0.04%
6,873
-594
289
$494K 0.04%
2,422
-130
290
$494K 0.04%
14,680
291
$487K 0.04%
6,381
-365
292
$486K 0.04%
10,489
+6,140
293
$462K 0.03%
10,965
-300
294
$461K 0.03%
7,989
+14
295
$451K 0.03%
5,520
-127
296
$434K 0.03%
6,319
+129
297
$432K 0.03%
5,613
-113
298
$431K 0.03%
5,142
-1,727
299
$409K 0.03%
1,262
+3
300
$398K 0.03%
1,054
-65
10 11
12
13 14