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
76
$6.15M 0.46%
67,348
+2,156
77
$6.15M 0.46%
195,185
+9,315
78
$6.1M 0.45%
73,253
+2,850
79
$6.08M 0.45%
88,949
+176
80
$5.98M 0.44%
28,454
-74
81
$5.93M 0.44%
131,180
+1,500
82
$5.91M 0.44%
145,809
+1,314
83
$5.89M 0.44%
75,056
+574
84
$5.8M 0.43%
61,035
+3,770
85
$5.78M 0.43%
43,461
+386
86
$5.77M 0.43%
21,903
+323
87
$5.75M 0.43%
39,348
+356
88
$5.59M 0.42%
105,303
+4,282
89
$5.5M 0.41%
92,715
+48
90
$5.49M 0.41%
61,198
+1,108
91
$5.45M 0.41%
16,707
+1,441
92
$5.44M 0.4%
19,602
-20
93
$5.42M 0.4%
144,807
+1,460
94
$5.37M 0.4%
48,558
+1,200
95
$5.36M 0.4%
51,945
+2,061
96
$5.31M 0.39%
30,414
-1,582
97
$5.28M 0.39%
56,953
+2,006
98
$5.12M 0.38%
33,336
+4,054
99
$5.11M 0.38%
112,374
-635
100
$5.07M 0.38%
10,508
+586
2 3
4
5 6