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
851
$2K ﹤0.01%
100
852
$2K ﹤0.01%
+300
853
$2K ﹤0.01%
100
854
$2K ﹤0.01%
18
-43
855
$2K ﹤0.01%
15
856
$2K ﹤0.01%
48
857
$2K ﹤0.01%
500
858
$2K ﹤0.01%
61
859
$2K ﹤0.01%
75
860
$2K ﹤0.01%
519
861
$2K ﹤0.01%
110
862
$2K ﹤0.01%
344
863
$2K ﹤0.01%
18
864
$2K ﹤0.01%
118
865
$2K ﹤0.01%
40
866
$2K ﹤0.01%
20
-3
867
$2K ﹤0.01%
31
868
$2K ﹤0.01%
125
-7
869
$2K ﹤0.01%
16
870
$1K ﹤0.01%
25
-223
871
$1K ﹤0.01%
+14
872
$1K ﹤0.01%
100
873
$1K ﹤0.01%
100
-602
874
$1K ﹤0.01%
35
875
$1K ﹤0.01%
49
33 34
35
36 37