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
426
$99K 0.01%
947
+4
427
$99K 0.01%
415
+1
428
$98K 0.01%
2,020
-260
429
$98K 0.01%
833
+3
430
$96K 0.01%
9,600
431
$94K 0.01%
869
432
$93K 0.01%
5,645
+9
433
$88K 0.01%
680
-54
434
$88K 0.01%
774
-27
435
$83K 0.01%
381
-286
436
$80K 0.01%
1,075
+10
437
$80K 0.01%
671
438
$80K 0.01%
3,238
+388
439
$79K 0.01%
5,380
440
$79K 0.01%
1,582
-497
441
$78K 0.01%
4,505
442
$78K 0.01%
1,100
+1
443
$77K 0.01%
423
-45
444
$77K 0.01%
3,925
-440
445
$77K 0.01%
+2,984
446
$74K 0.01%
1,608
+1
447
$73K 0.01%
687
+5
448
$71K 0.01%
626
+159
449
$70K 0.01%
3,300
450
$70K 0.01%
2,002
16 17
18
19 20