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
126
$3.82M 0.28%
15,695
+1,244
127
$3.77M 0.28%
29,442
-1,374
128
$3.75M 0.28%
123,481
+71,522
129
$3.75M 0.28%
46,865
+144
130
$3.73M 0.28%
43,296
+1,942
131
$3.69M 0.27%
118,374
-967
132
$3.66M 0.27%
2,833
+317
133
$3.66M 0.27%
10,862
+508
134
$3.59M 0.27%
30,142
-245
135
$3.54M 0.26%
26,016
-421
136
$3.53M 0.26%
43,820
+8,003
137
$3.47M 0.26%
11,599
+213
138
$3.47M 0.26%
33,671
+4,120
139
$3.43M 0.26%
130,537
+548
140
$3.4M 0.25%
18,801
+2,106
141
$3.4M 0.25%
42,799
+2,918
142
$3.38M 0.25%
86,257
-627
143
$3.37M 0.25%
48,259
-1,352
144
$3.35M 0.25%
37,272
+4,005
145
$3.34M 0.25%
19,302
+331
146
$3.33M 0.25%
13,531
+898
147
$3.3M 0.25%
24,799
+1,835
148
$3.23M 0.24%
17,801
+2,399
149
$3.22M 0.24%
100,684
+3,609
150
$3.21M 0.24%
50,865
+13,605
4 5
6
7 8