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
851
$2K ﹤0.01%
10
852
$2K ﹤0.01%
100
853
$2K ﹤0.01%
+300
854
$2K ﹤0.01%
100
855
$2K ﹤0.01%
18
-43
856
$2K ﹤0.01%
15
857
$2K ﹤0.01%
48
858
$2K ﹤0.01%
500
859
$2K ﹤0.01%
61
860
$2K ﹤0.01%
75
861
$2K ﹤0.01%
52
862
$2K ﹤0.01%
110
863
$2K ﹤0.01%
344
864
$2K ﹤0.01%
18
865
$2K ﹤0.01%
118
866
$2K ﹤0.01%
20
-3
867
$2K ﹤0.01%
62
868
$2K ﹤0.01%
125
-7
869
$2K ﹤0.01%
16
870
$1K ﹤0.01%
16
871
$1K ﹤0.01%
+38
872
$1K ﹤0.01%
+200
873
$1K ﹤0.01%
+400
874
$1K ﹤0.01%
13
875
$1K ﹤0.01%
25
-223
33 34
35
36 37