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
726
$8K ﹤0.01%
193
727
$8K ﹤0.01%
496
+326
728
$8K ﹤0.01%
111
729
$8K ﹤0.01%
141
730
$8K ﹤0.01%
45
731
$8K ﹤0.01%
270
-30
732
$8K ﹤0.01%
34
733
$8K ﹤0.01%
250
734
$8K ﹤0.01%
130
-228
735
$8K ﹤0.01%
213
736
$8K ﹤0.01%
415
737
$8K ﹤0.01%
60
-253
738
$8K ﹤0.01%
58
+3
739
$8K ﹤0.01%
+74
740
$8K ﹤0.01%
20
-5
741
$8K ﹤0.01%
270
742
$7K ﹤0.01%
18
-75
743
$7K ﹤0.01%
+42
744
$7K ﹤0.01%
195
745
$7K ﹤0.01%
156
+71
746
$7K ﹤0.01%
100
747
$7K ﹤0.01%
800
748
$7K ﹤0.01%
95
749
$7K ﹤0.01%
24
+14
750
$7K ﹤0.01%
61
-36
28 29
30
31 32