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
626
$15K ﹤0.01%
+326
627
$15K ﹤0.01%
300
628
$14K ﹤0.01%
8
-21
629
$14K ﹤0.01%
89
+41
630
$14K ﹤0.01%
+544
631
$14K ﹤0.01%
147
632
$14K ﹤0.01%
168
-552
633
$13K ﹤0.01%
760
634
$13K ﹤0.01%
1,461
+12
635
$13K ﹤0.01%
+500
636
$13K ﹤0.01%
376
-14
637
$13K ﹤0.01%
86
+56
638
$13K ﹤0.01%
20
-65
639
$13K ﹤0.01%
542
640
$13K ﹤0.01%
200
641
$13K ﹤0.01%
668
642
$13K ﹤0.01%
193
643
$13K ﹤0.01%
+6
644
$12K ﹤0.01%
366
645
$12K ﹤0.01%
384
+1
646
$12K ﹤0.01%
409
+2
647
$12K ﹤0.01%
+42
648
$12K ﹤0.01%
125
+15
649
$12K ﹤0.01%
20
650
$12K ﹤0.01%
917
24 25
26
27 28