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
201
$2.1M 0.16%
26,923
-2,326
202
$2.09M 0.16%
51,085
+11,993
203
$2.08M 0.15%
21,366
-3,305
204
$2.05M 0.15%
10,573
-453
205
$1.96M 0.15%
43,979
-3,739
206
$1.94M 0.14%
46,099
-4,543
207
$1.86M 0.14%
16,268
-347
208
$1.81M 0.14%
13,346
-32
209
$1.81M 0.13%
24,709
+1,969
210
$1.79M 0.13%
4,731
+64
211
$1.79M 0.13%
29,261
-1,871
212
$1.76M 0.13%
37,134
-579
213
$1.74M 0.13%
9,277
-1,696
214
$1.74M 0.13%
22,814
+273
215
$1.69M 0.13%
10,832
+589
216
$1.64M 0.12%
68,745
-4,485
217
$1.63M 0.12%
+24,528
218
$1.58M 0.12%
37,887
-2,848
219
$1.53M 0.11%
29,201
+521
220
$1.5M 0.11%
25,581
+8,010
221
$1.48M 0.11%
58,445
-11,028
222
$1.47M 0.11%
28,248
+2,102
223
$1.46M 0.11%
50,748
+7,267
224
$1.44M 0.11%
119,972
+6,949
225
$1.36M 0.1%
13,078
-28
7 8
9
10 11