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
351
$199K 0.01%
+2,784
352
$192K 0.01%
1,891
+5
353
$191K 0.01%
1,851
354
$191K 0.01%
2,953
+9
355
$187K 0.01%
1,112
+62
356
$185K 0.01%
8,859
-1,272
357
$183K 0.01%
2,004
+19
358
$183K 0.01%
2,485
359
$183K 0.01%
1,924
360
$179K 0.01%
597
-37
361
$179K 0.01%
2,535
-14
362
$178K 0.01%
2,164
+6
363
$177K 0.01%
3,519
364
$176K 0.01%
376
-60
365
$173K 0.01%
4,119
-181
366
$172K 0.01%
1,788
-19
367
$168K 0.01%
1,124
+700
368
$163K 0.01%
9,017
+232
369
$162K 0.01%
3,529
370
$161K 0.01%
886
371
$160K 0.01%
10,659
+5,506
372
$159K 0.01%
3,016
373
$159K 0.01%
921
374
$156K 0.01%
2,850
375
$150K 0.01%
953
13 14
15
16 17