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
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%
1,000
794
$5K ﹤0.01%
86
795
$5K ﹤0.01%
157
-100
796
$5K ﹤0.01%
+95
797
$5K ﹤0.01%
+200
798
$5K ﹤0.01%
+1,000
799
$5K ﹤0.01%
+21
800
$5K ﹤0.01%
175
30 31
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