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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
676
$10K ﹤0.01%
960
677
$10K ﹤0.01%
+58
678
$10K ﹤0.01%
1,320
679
$10K ﹤0.01%
+228
680
$10K ﹤0.01%
+92
681
$10K ﹤0.01%
+120
682
$10K ﹤0.01%
212
683
$10K ﹤0.01%
+231
684
$10K ﹤0.01%
75
685
$10K ﹤0.01%
+113
686
$10K ﹤0.01%
+78
687
$10K ﹤0.01%
151
688
$10K ﹤0.01%
774
689
$10K ﹤0.01%
251
690
$9K ﹤0.01%
1,010
691
$9K ﹤0.01%
+51
692
$9K ﹤0.01%
1,243
-3,543
693
$9K ﹤0.01%
73
+44
694
$9K ﹤0.01%
139
+36
695
$9K ﹤0.01%
+256
696
$9K ﹤0.01%
+295
697
$9K ﹤0.01%
1,898
698
$9K ﹤0.01%
190
+131
699
$9K ﹤0.01%
+300
700
$9K ﹤0.01%
13
-45
26 27
28
29 30