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
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1052
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1053
$0 ﹤0.01%
3
1054
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1055
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1056
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1057
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1058
$0 ﹤0.01%
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1059
$0 ﹤0.01%
1
-387
1060
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1061
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1062
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1063
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-5
1064
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-47
1065
– –
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