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
651
$12K ﹤0.01%
664
652
$12K ﹤0.01%
1,108
+1,061
653
$12K ﹤0.01%
346
+4
654
$12K ﹤0.01%
+277
655
$12K ﹤0.01%
450
656
$12K ﹤0.01%
50
657
$12K ﹤0.01%
864
658
$11K ﹤0.01%
43
659
$11K ﹤0.01%
300
660
$11K ﹤0.01%
148
661
$11K ﹤0.01%
140
-2,360
662
$11K ﹤0.01%
115
663
$11K ﹤0.01%
50
664
$11K ﹤0.01%
500
665
$11K ﹤0.01%
+163
666
$11K ﹤0.01%
+306
667
$11K ﹤0.01%
205
668
$11K ﹤0.01%
500
669
$11K ﹤0.01%
100
+75
670
$11K ﹤0.01%
232
+17
671
$11K ﹤0.01%
49
-49
672
$11K ﹤0.01%
+172
673
$11K ﹤0.01%
418
+4
674
$11K ﹤0.01%
321
+2
675
$11K ﹤0.01%
126
25 26
27
28 29