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GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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
876
$1K ﹤0.01%
120
877
$1K ﹤0.01%
25
-223
878
$1K ﹤0.01%
+14
879
$1K ﹤0.01%
100
880
$1K ﹤0.01%
49
881
$1K ﹤0.01%
55
882
$1K ﹤0.01%
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883
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5
884
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885
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23
886
$1K ﹤0.01%
81
887
$1K ﹤0.01%
207
888
$1K ﹤0.01%
25
889
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45
890
$1K ﹤0.01%
75
891
$1K ﹤0.01%
13
892
$1K ﹤0.01%
9
-21
893
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10
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4
-2
895
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8
-110
896
$1K ﹤0.01%
17
897
$1K ﹤0.01%
8
898
$1K ﹤0.01%
160
899
$1K ﹤0.01%
34
900
$1K ﹤0.01%
20
34 35
36
37 38