GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
651
$12K ﹤0.01%
917
652
$12K ﹤0.01%
20
653
$12K ﹤0.01%
125
+15
654
$12K ﹤0.01%
+42
655
$12K ﹤0.01%
409
+2
656
$12K ﹤0.01%
384
+1
657
$12K ﹤0.01%
366
658
$11K ﹤0.01%
205
659
$11K ﹤0.01%
126
660
$11K ﹤0.01%
321
+2
661
$11K ﹤0.01%
418
+4
662
$11K ﹤0.01%
+172
663
$11K ﹤0.01%
49
-49
664
$11K ﹤0.01%
232
+17
665
$11K ﹤0.01%
100
+75
666
$11K ﹤0.01%
500
667
$11K ﹤0.01%
+306
668
$11K ﹤0.01%
+163
669
$11K ﹤0.01%
500
670
$11K ﹤0.01%
50
671
$11K ﹤0.01%
115
672
$11K ﹤0.01%
140
-2,360
673
$11K ﹤0.01%
148
674
$11K ﹤0.01%
300
675
$11K ﹤0.01%
43
25 26
27
28 29