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
451
$69K 0.01%
221
-16
452
$68K 0.01%
525
+510
453
$66K ﹤0.01%
1,400
454
$64K ﹤0.01%
969
455
$63K ﹤0.01%
1,000
456
$63K ﹤0.01%
361
-204
457
$63K ﹤0.01%
1,276
-168
458
$63K ﹤0.01%
3,285
459
$62K ﹤0.01%
2,095
460
$61K ﹤0.01%
743
461
$60K ﹤0.01%
726
+670
462
$59K ﹤0.01%
1,056
463
$59K ﹤0.01%
1,242
-375
464
$59K ﹤0.01%
1,300
465
$59K ﹤0.01%
1,478
-211
466
$57K ﹤0.01%
500
467
$57K ﹤0.01%
452
468
$55K ﹤0.01%
1,079
+6
469
$55K ﹤0.01%
871
-36
470
$55K ﹤0.01%
+662
471
$54K ﹤0.01%
306
+97
472
$54K ﹤0.01%
6,311
473
$53K ﹤0.01%
1,581
474
$53K ﹤0.01%
2,140
475
$53K ﹤0.01%
8,716
+130
17 18
19
20 21