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
676
$10K ﹤0.01%
960
677
$10K ﹤0.01%
75
678
$10K ﹤0.01%
+231
679
$10K ﹤0.01%
251
680
$10K ﹤0.01%
774
681
$10K ﹤0.01%
151
682
$10K ﹤0.01%
+78
683
$10K ﹤0.01%
+113
684
$10K ﹤0.01%
212
685
$10K ﹤0.01%
+120
686
$10K ﹤0.01%
+92
687
$10K ﹤0.01%
+228
688
$10K ﹤0.01%
1,320
689
$10K ﹤0.01%
+58
690
$9K ﹤0.01%
73
+44
691
$9K ﹤0.01%
139
+36
692
$9K ﹤0.01%
+256
693
$9K ﹤0.01%
+295
694
$9K ﹤0.01%
1,898
695
$9K ﹤0.01%
190
+131
696
$9K ﹤0.01%
+300
697
$9K ﹤0.01%
13
-45
698
$9K ﹤0.01%
300
-224
699
$9K ﹤0.01%
154
700
$9K ﹤0.01%
90
-258
26 27
28
29 30