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
151
$3.2M 0.24%
55,169
-1,564
152
$3.2M 0.24%
28,134
+1,642
153
$3.19M 0.24%
31,700
+726
154
$3.19M 0.24%
11,625
-421
155
$3.19M 0.24%
41,500
+2,791
156
$3.14M 0.23%
52,194
+4,524
157
$3.13M 0.23%
29,867
-124
158
$3.13M 0.23%
63,719
+4,426
159
$3.07M 0.23%
13,877
+507
160
$2.88M 0.21%
89,340
+3,616
161
$2.87M 0.21%
36,974
-916
162
$2.86M 0.21%
26,321
+243
163
$2.84M 0.21%
19,620
-508
164
$2.8M 0.21%
60,930
-2,427
165
$2.77M 0.21%
17,081
-1,222
166
$2.69M 0.2%
31,216
+2,652
167
$2.68M 0.2%
8,507
-8
168
$2.67M 0.2%
28,348
+4,401
169
$2.67M 0.2%
24,500
-560
170
$2.66M 0.2%
29,699
+7,569
171
$2.66M 0.2%
141,756
+465
172
$2.66M 0.2%
78,631
-6,453
173
$2.64M 0.2%
68,015
-2,105
174
$2.63M 0.2%
33,587
-266
175
$2.6M 0.19%
20,297
+3,668
5 6
7
8 9