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
26
$9.91M 0.74%
83,936
+355
27
$9.86M 0.73%
68,539
+2,195
28
$9.76M 0.73%
69,102
-506
29
$9.62M 0.72%
189,601
+4,571
30
$9.61M 0.71%
121,780
+3,361
31
$9.6M 0.71%
47,399
+1,642
32
$9.59M 0.71%
150,477
+1,757
33
$9.48M 0.7%
103,989
+2,944
34
$9.43M 0.7%
341,562
-86,905
35
$9.34M 0.69%
19,477
-114
36
$8.97M 0.67%
61,665
+733
37
$8.74M 0.65%
70,863
+2,814
38
$8.5M 0.63%
292,456
+5,299
39
$8.46M 0.63%
22,549
+301
40
$8.4M 0.62%
74,615
-283
41
$8.34M 0.62%
50,062
+2,592
42
$8.09M 0.6%
15,743
-10
43
$7.94M 0.59%
45,272
+763
44
$7.86M 0.58%
85,055
+736
45
$7.78M 0.58%
43,813
+2,367
46
$7.76M 0.58%
58,735
+1,331
47
$7.69M 0.57%
55,463
+2,223
48
$7.42M 0.55%
43,871
+710
49
$7.39M 0.55%
236,629
+41,389
50
$7.33M 0.54%
18,278
+601
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