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
776
$6K ﹤0.01%
+376
777
$6K ﹤0.01%
120
778
$6K ﹤0.01%
70
779
$6K ﹤0.01%
500
780
$6K ﹤0.01%
+94
781
$6K ﹤0.01%
62
-22
782
$6K ﹤0.01%
30
+15
783
$6K ﹤0.01%
228
+59
784
$6K ﹤0.01%
762
785
$6K ﹤0.01%
+117
786
$6K ﹤0.01%
+81
787
$6K ﹤0.01%
+93
788
$6K ﹤0.01%
+266
789
$6K ﹤0.01%
+50
790
$6K ﹤0.01%
+183
791
$6K ﹤0.01%
+207
792
$6K ﹤0.01%
+104
793
$5K ﹤0.01%
430
794
$5K ﹤0.01%
157
-100
795
$5K ﹤0.01%
+95
796
$5K ﹤0.01%
+200
797
$5K ﹤0.01%
+1,000
798
$5K ﹤0.01%
+21
799
$5K ﹤0.01%
175
800
$5K ﹤0.01%
10
-5
30 31
32
33 34