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
701
$9K ﹤0.01%
+74
702
$9K ﹤0.01%
100
703
$9K ﹤0.01%
447
+6
704
$9K ﹤0.01%
+201
705
$9K ﹤0.01%
128
706
$9K ﹤0.01%
1,010
707
$9K ﹤0.01%
+1,038
708
$9K ﹤0.01%
65
709
$9K ﹤0.01%
+51
710
$9K ﹤0.01%
200
711
$9K ﹤0.01%
270
712
$9K ﹤0.01%
1,243
-3,543
713
$9K ﹤0.01%
166
714
$8K ﹤0.01%
+173
715
$8K ﹤0.01%
415
716
$8K ﹤0.01%
147
717
$8K ﹤0.01%
1,200
718
$8K ﹤0.01%
117
719
$8K ﹤0.01%
67
+4
720
$8K ﹤0.01%
142
721
$8K ﹤0.01%
+200
722
$8K ﹤0.01%
+47
723
$8K ﹤0.01%
74
+8
724
$8K ﹤0.01%
250
725
$8K ﹤0.01%
+20
27 28
29
30 31