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
101
$5.03M 0.37%
66,599
+3,019
102
$5.01M 0.37%
35,132
+970
103
$5M 0.37%
52,944
-1,625
104
$4.99M 0.37%
95,465
+4,652
105
$4.94M 0.37%
25,050
+1,126
106
$4.9M 0.36%
291,566
+10,937
107
$4.88M 0.36%
28,053
-201
108
$4.85M 0.36%
16,514
-123
109
$4.82M 0.36%
130,796
+1,299
110
$4.71M 0.35%
45,917
-45
111
$4.62M 0.34%
19,194
+1,480
112
$4.57M 0.34%
79,730
+1,269
113
$4.54M 0.34%
23,053
+978
114
$4.52M 0.34%
28,049
+2,541
115
$4.52M 0.34%
19,401
+3,739
116
$4.49M 0.33%
49,766
+1,757
117
$4.41M 0.33%
74,995
+5,489
118
$4.37M 0.32%
20,893
-1,819
119
$4.35M 0.32%
105,259
+8,427
120
$4.28M 0.32%
153,132
+8,099
121
$4.18M 0.31%
13,098
+900
122
$4.16M 0.31%
51,877
+651
123
$3.99M 0.3%
20,285
+1,956
124
$3.98M 0.3%
86,378
+1,938
125
$3.88M 0.29%
189,060
+37
3 4
5
6 7