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
526
$33K ﹤0.01%
240
527
$32K ﹤0.01%
300
+50
528
$31K ﹤0.01%
401
529
$31K ﹤0.01%
333
530
$30K ﹤0.01%
1,303
531
$30K ﹤0.01%
+509
532
$29K ﹤0.01%
622
-325
533
$29K ﹤0.01%
3,741
534
$28K ﹤0.01%
1,200
535
$28K ﹤0.01%
400
-85
536
$28K ﹤0.01%
398
537
$28K ﹤0.01%
117
-68
538
$27K ﹤0.01%
322
539
$27K ﹤0.01%
901
540
$27K ﹤0.01%
448
541
$27K ﹤0.01%
335
-65
542
$26K ﹤0.01%
+134
543
$26K ﹤0.01%
323
544
$26K ﹤0.01%
+780
545
$26K ﹤0.01%
+188
546
$26K ﹤0.01%
126
+35
547
$25K ﹤0.01%
+419
548
$25K ﹤0.01%
534
+3
549
$25K ﹤0.01%
83
550
$25K ﹤0.01%
+496
20 21
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