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
301
$395K 0.03%
2,095
302
$391K 0.03%
3,292
+6
303
$390K 0.03%
26,172
+60
304
$386K 0.03%
4,068
+85
305
$385K 0.03%
9,239
+7,919
306
$382K 0.03%
6,107
+724
307
$378K 0.03%
9,978
-1,244
308
$363K 0.03%
2,032
-31
309
$361K 0.03%
4,570
+1,893
310
$356K 0.03%
11,494
+8,829
311
$356K 0.03%
3,140
+116
312
$340K 0.03%
2,582
+1,789
313
$340K 0.03%
5,477
+275
314
$337K 0.03%
1,581
-63
315
$336K 0.03%
1,708
+1
316
$306K 0.02%
9,109
-268
317
$300K 0.02%
+22,372
318
$299K 0.02%
1,764
-7
319
$298K 0.02%
1,038
320
$295K 0.02%
2,592
+2,517
321
$287K 0.02%
9,569
+9,539
322
$287K 0.02%
2,906
+41
323
$282K 0.02%
5,098
-237
324
$276K 0.02%
1,402
-70
325
$273K 0.02%
9,207
11 12
13
14 15