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
576
$20K ﹤0.01%
755
577
$20K ﹤0.01%
265
-1,538
578
$20K ﹤0.01%
1,908
-4,097
579
$20K ﹤0.01%
1,100
-590
580
$19K ﹤0.01%
1,131
581
$19K ﹤0.01%
111
582
$19K ﹤0.01%
304
583
$19K ﹤0.01%
861
584
$19K ﹤0.01%
1,060
585
$19K ﹤0.01%
279
586
$19K ﹤0.01%
+750
587
$19K ﹤0.01%
108
+74
588
$18K ﹤0.01%
+380
589
$18K ﹤0.01%
287
+99
590
$18K ﹤0.01%
186
+1
591
$18K ﹤0.01%
2,400
592
$18K ﹤0.01%
207
+1
593
$18K ﹤0.01%
420
594
$18K ﹤0.01%
122
595
$18K ﹤0.01%
+800
596
$17K ﹤0.01%
853
597
$17K ﹤0.01%
80
+20
598
$17K ﹤0.01%
609
599
$17K ﹤0.01%
580
+480
600
$17K ﹤0.01%
145
22 23
24
25 26