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
$1.48B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.1M
3
+$3.95M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.2M
5
AME icon
Ametek
AME
+$2.15M

Top Sells

1
+$2.2M
2
+$2.12M
3
+$1.92M
4
VZ icon
Verizon
VZ
+$1.55M
5
FHN icon
First Horizon
FHN
+$1.43M

Sector Composition

1 Technology 19.23%
2 Industrials 14.42%
3 Financials 11.16%
4 Healthcare 9.43%
5 Consumer Staples 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.6M 0.11%
23,650
-2,402
227
$1.6M 0.11%
4,549
+261
228
$1.59M 0.11%
29,558
-696
229
$1.57M 0.11%
+17,171
230
$1.55M 0.11%
13,997
-1,974
231
$1.47M 0.1%
16,731
+6,339
232
$1.46M 0.1%
9,215
+951
233
$1.44M 0.1%
86,402
-44,322
234
$1.41M 0.1%
21,315
-3,893
235
$1.34M 0.09%
12,458
-375
236
$1.34M 0.09%
18,455
+1,081
237
$1.32M 0.09%
15,285
-781
238
$1.3M 0.09%
208,754
239
$1.29M 0.09%
53,786
+2,302
240
$1.26M 0.09%
21,983
+14,386
241
$1.23M 0.08%
24,474
+1,689
242
$1.22M 0.08%
41,260
-14,404
243
$1.21M 0.08%
12,593
-190
244
$1.21M 0.08%
598
+550
245
$1.19M 0.08%
8,363
+38
246
$1.17M 0.08%
21,548
-22,024
247
$1.13M 0.08%
86,496
+1,632
248
$1.06M 0.07%
13,024
249
$1.06M 0.07%
20,198
+3,530
250
$1.05M 0.07%
17,587
+1,764
8 9
10
11 12