GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
751
$7K ﹤0.01%
61
-36
752
$7K ﹤0.01%
+132
753
$7K ﹤0.01%
+18
754
$7K ﹤0.01%
+66
755
$7K ﹤0.01%
38
+4
756
$7K ﹤0.01%
+41
757
$7K ﹤0.01%
+48
758
$7K ﹤0.01%
198
759
$7K ﹤0.01%
642
+50
760
$7K ﹤0.01%
50
761
$7K ﹤0.01%
172
762
$7K ﹤0.01%
100
763
$7K ﹤0.01%
+68
764
$7K ﹤0.01%
183
+12
765
$7K ﹤0.01%
112
+81
766
$7K ﹤0.01%
158
-29
767
$7K ﹤0.01%
+31
768
$7K ﹤0.01%
75
769
$7K ﹤0.01%
+50
770
$7K ﹤0.01%
1,174
+59
771
$6K ﹤0.01%
125
772
$6K ﹤0.01%
210
773
$6K ﹤0.01%
+387
774
$6K ﹤0.01%
200
775
$6K ﹤0.01%
100
29 30
31
32 33