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
401
$119K 0.01%
7,202
402
$118K 0.01%
922
+36
403
$118K 0.01%
1,538
+938
404
$115K 0.01%
2,770
405
$112K 0.01%
4,800
406
$112K 0.01%
262
-8
407
$111K 0.01%
435
-437
408
$111K 0.01%
5,467
+34
409
$109K 0.01%
2,485
-125
410
$109K 0.01%
1,200
-209
411
$107K 0.01%
+1,179
412
$107K 0.01%
+1,054
413
$106K 0.01%
2,542
-686
414
$105K 0.01%
626
-51
415
$105K 0.01%
4,680
416
$103K 0.01%
789
417
$103K 0.01%
1,108
+104
418
$102K 0.01%
4,370
419
$102K 0.01%
721
420
$102K 0.01%
1,068
421
$101K 0.01%
786
422
$101K 0.01%
894
+232
423
$101K 0.01%
1,207
-1,650
424
$100K 0.01%
1,319
-2,941
425
$100K 0.01%
3,517
-1,502
15 16
17
18 19