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
551
$25K ﹤0.01%
500
552
$25K ﹤0.01%
187
553
$25K ﹤0.01%
509
-545
554
$24K ﹤0.01%
+1,000
555
$24K ﹤0.01%
+325
556
$23K ﹤0.01%
554
+1
557
$23K ﹤0.01%
+528
558
$23K ﹤0.01%
341
-239
559
$23K ﹤0.01%
482
+5
560
$23K ﹤0.01%
599
+354
561
$23K ﹤0.01%
400
-2,387
562
$23K ﹤0.01%
200
-169
563
$23K ﹤0.01%
238
-38
564
$23K ﹤0.01%
+181
565
$23K ﹤0.01%
72
566
$23K ﹤0.01%
811
567
$22K ﹤0.01%
303
+92
568
$22K ﹤0.01%
876
-156
569
$22K ﹤0.01%
375
570
$22K ﹤0.01%
95
571
$22K ﹤0.01%
810
572
$22K ﹤0.01%
467
+2
573
$21K ﹤0.01%
146
+15
574
$21K ﹤0.01%
400
575
$21K ﹤0.01%
250
-87
21 22
23
24 25