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GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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
+$2.36M
2
+$2.07M
3
+$1.7M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.43M
5
TNET icon
TriNet
TNET
+$1.28M

Top Sells

1
+$2.57M
2
+$1.09M
3
+$785K
4
T icon
AT&T
T
+$736K
5
MLR icon
Miller Industries
MLR
+$656K

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
601
$17K ﹤0.01%
145
602
$17K ﹤0.01%
+315
603
$17K ﹤0.01%
80
-56
604
$17K ﹤0.01%
200
605
$17K ﹤0.01%
215
606
$16K ﹤0.01%
300
607
$16K ﹤0.01%
517
608
$16K ﹤0.01%
+100
609
$16K ﹤0.01%
440
610
$16K ﹤0.01%
566
611
$16K ﹤0.01%
97
-475
612
$16K ﹤0.01%
511
+311
613
$16K ﹤0.01%
143
614
$15K ﹤0.01%
1,013
+1
615
$15K ﹤0.01%
+244
616
$15K ﹤0.01%
130
617
$15K ﹤0.01%
161
618
$15K ﹤0.01%
622
-760
619
$15K ﹤0.01%
915
620
$15K ﹤0.01%
286
621
$15K ﹤0.01%
629
622
$15K ﹤0.01%
700
+2
623
$15K ﹤0.01%
+491
624
$15K ﹤0.01%
200
625
$15K ﹤0.01%
550
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