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
476
$53K ﹤0.01%
1,894
+19
477
$52K ﹤0.01%
239
+15
478
$51K ﹤0.01%
2,148
-2,174
479
$51K ﹤0.01%
488
-88
480
$51K ﹤0.01%
+1,918
481
$50K ﹤0.01%
414
+1
482
$48K ﹤0.01%
366
+3
483
$48K ﹤0.01%
100
-46
484
$47K ﹤0.01%
185
+25
485
$47K ﹤0.01%
1,100
+750
486
$46K ﹤0.01%
509
487
$46K ﹤0.01%
1,964
+1,757
488
$46K ﹤0.01%
374
-75
489
$45K ﹤0.01%
500
490
$45K ﹤0.01%
1,414
+411
491
$45K ﹤0.01%
700
492
$45K ﹤0.01%
822
493
$44K ﹤0.01%
404
494
$44K ﹤0.01%
748
495
$44K ﹤0.01%
929
+297
496
$44K ﹤0.01%
1,438
-280
497
$43K ﹤0.01%
1,385
-90
498
$43K ﹤0.01%
644
+4
499
$43K ﹤0.01%
512
+3
500
$43K ﹤0.01%
218
18 19
20
21 22