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
376
$150K 0.01%
277
-98
377
$149K 0.01%
+11,250
378
$147K 0.01%
964
+80
379
$143K 0.01%
3,200
380
$141K 0.01%
6,560
381
$141K 0.01%
1,344
-45
382
$140K 0.01%
2,515
-529
383
$140K 0.01%
472
+63
384
$139K 0.01%
797
385
$139K 0.01%
2,177
-1,552
386
$138K 0.01%
+6,180
387
$135K 0.01%
2,810
388
$133K 0.01%
407
-57
389
$133K 0.01%
11,972
+12
390
$133K 0.01%
5,100
-450
391
$131K 0.01%
582
-186
392
$128K 0.01%
3,588
-821
393
$127K 0.01%
1,501
394
$126K 0.01%
8,310
-2,950
395
$126K 0.01%
4,360
396
$126K 0.01%
1,289
397
$125K 0.01%
2,363
+8
398
$124K 0.01%
1,500
-468
399
$121K 0.01%
6,218
400
$121K 0.01%
1,276
-227
14 15
16
17 18