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
501
$42K ﹤0.01%
498
502
$42K ﹤0.01%
+244
503
$42K ﹤0.01%
2,400
504
$42K ﹤0.01%
356
-90
505
$42K ﹤0.01%
2,880
+1
506
$40K ﹤0.01%
514
+3
507
$39K ﹤0.01%
+284
508
$39K ﹤0.01%
442
509
$38K ﹤0.01%
903
+18
510
$38K ﹤0.01%
226
-2
511
$38K ﹤0.01%
+415
512
$38K ﹤0.01%
1,678
+7
513
$37K ﹤0.01%
247
+177
514
$37K ﹤0.01%
+335
515
$37K ﹤0.01%
494
516
$37K ﹤0.01%
166
-16
517
$36K ﹤0.01%
75
+55
518
$36K ﹤0.01%
1,020
+160
519
$36K ﹤0.01%
247
+1
520
$36K ﹤0.01%
270
521
$35K ﹤0.01%
629
522
$35K ﹤0.01%
1,103
-124
523
$34K ﹤0.01%
256
524
$33K ﹤0.01%
374
-226
525
$33K ﹤0.01%
152
+10
19 20
21
22 23