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
176
$2.57M 0.19%
24,872
+2,392
177
$2.53M 0.19%
39,949
-16,160
178
$2.51M 0.19%
17,822
-131
179
$2.46M 0.18%
90,588
+10,344
180
$2.44M 0.18%
8,274
-34
181
$2.4M 0.18%
26,169
+672
182
$2.39M 0.18%
44,231
+15,956
183
$2.37M 0.18%
29,686
+1,408
184
$2.37M 0.18%
11,555
+1,520
185
$2.34M 0.17%
36,781
+2,286
186
$2.34M 0.17%
12,814
+236
187
$2.33M 0.17%
24,823
+316
188
$2.33M 0.17%
53,782
+16,588
189
$2.33M 0.17%
11,205
+526
190
$2.32M 0.17%
37,588
-2,131
191
$2.31M 0.17%
26,944
+303
192
$2.3M 0.17%
23,589
+497
193
$2.28M 0.17%
100,595
-25,821
194
$2.28M 0.17%
108,564
-36,913
195
$2.26M 0.17%
23,025
+19,674
196
$2.19M 0.16%
127,800
+11,429
197
$2.15M 0.16%
3,535
-200
198
$2.14M 0.16%
13,738
-252
199
$2.12M 0.16%
27,310
+15,345
200
$2.1M 0.16%
54,077
-508
6 7
8
9 10