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
801
$5K ﹤0.01%
+261
802
$5K ﹤0.01%
+52
803
$5K ﹤0.01%
345
804
$5K ﹤0.01%
155
+100
805
$5K ﹤0.01%
467
806
$5K ﹤0.01%
119
807
$5K ﹤0.01%
150
808
$5K ﹤0.01%
175
-92
809
$5K ﹤0.01%
1,000
810
$5K ﹤0.01%
970
811
$4K ﹤0.01%
100
812
$4K ﹤0.01%
+100
813
$4K ﹤0.01%
+194
814
$4K ﹤0.01%
212
-2,027
815
$4K ﹤0.01%
90
816
$4K ﹤0.01%
72
817
$4K ﹤0.01%
130
818
$4K ﹤0.01%
135
819
$4K ﹤0.01%
+22
820
$3K ﹤0.01%
128
-21
821
$3K ﹤0.01%
117
822
$3K ﹤0.01%
77
823
$3K ﹤0.01%
127
824
$3K ﹤0.01%
53
825
$3K ﹤0.01%
550
31 32
33
34 35