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
326
$273K 0.02%
3,331
-210
327
$272K 0.02%
5,565
328
$255K 0.02%
2,099
329
$255K 0.02%
13,800
330
$254K 0.02%
4,560
-194
331
$253K 0.02%
4,940
-253
332
$251K 0.02%
99,219
+74,144
333
$250K 0.02%
105,076
+81,514
334
$249K 0.02%
5,124
+120
335
$246K 0.02%
1,949
-29
336
$245K 0.02%
2,284
-179
337
$244K 0.02%
7,714
+85
338
$242K 0.02%
2,370
-1,077
339
$236K 0.02%
440
340
$234K 0.02%
13,185
341
$229K 0.02%
8,088
+1,111
342
$229K 0.02%
10,550
343
$216K 0.02%
2,128
344
$213K 0.02%
2,804
+213
345
$207K 0.02%
5,686
+143
346
$205K 0.02%
4,926
+209
347
$205K 0.02%
3,133
+80
348
$205K 0.02%
1,162
349
$200K 0.01%
+4,832
350
$199K 0.01%
1,454
+99
12 13
14
15 16