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
51
$7.29M 0.54%
18,927
+92
52
$7.23M 0.54%
51,206
+5,269
53
$7.23M 0.54%
123,784
+4,564
54
$7.11M 0.53%
108,934
+668
55
$7.02M 0.52%
35,199
-1,054
56
$6.86M 0.51%
22,285
-317
57
$6.83M 0.51%
26,883
+3,701
58
$6.8M 0.51%
73,369
+1,583
59
$6.78M 0.5%
24,052
+81
60
$6.7M 0.5%
33,271
+1,927
61
$6.68M 0.5%
27,199
+160
62
$6.58M 0.49%
56,631
+2,254
63
$6.54M 0.49%
153,400
+7,069
64
$6.53M 0.49%
66,957
+3,959
65
$6.5M 0.48%
32,685
-285
66
$6.41M 0.48%
26,504
+1,776
67
$6.38M 0.47%
46,391
+552
68
$6.37M 0.47%
114,039
+2,416
69
$6.36M 0.47%
233,020
-11,085
70
$6.34M 0.47%
106,321
+7,413
71
$6.32M 0.47%
27,884
-340
72
$6.31M 0.47%
90,307
+3,566
73
$6.18M 0.46%
18,686
+94
74
$6.17M 0.46%
22,880
+838
75
$6.17M 0.46%
77,824
-1,473
1 2
3
4 5