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
251
$1.05M 0.07%
13,234
+2,139
252
$1.05M 0.07%
4,909
+373
253
$1.04M 0.07%
4,149
+1,170
254
$1.01M 0.07%
17,130
+4,407
255
$974K 0.07%
+21,639
256
$952K 0.06%
5,891
+50
257
$942K 0.06%
10,969
+2,018
258
$902K 0.06%
8,130
+5,520
259
$890K 0.06%
8,878
+148
260
$885K 0.06%
13,661
-1,089
261
$859K 0.06%
120,455
262
$853K 0.06%
9,676
+3,590
263
$848K 0.06%
26,627
+856
264
$848K 0.06%
10,570
-1,293
265
$837K 0.06%
20,265
+1,477
266
$836K 0.06%
+20,404
267
$833K 0.06%
6,600
268
$810K 0.05%
3,042
+45
269
$797K 0.05%
10,928
-366
270
$782K 0.05%
21,222
-781
271
$778K 0.05%
48,551
272
$769K 0.05%
37,990
+11,382
273
$763K 0.05%
11,992
+1,185
274
$742K 0.05%
2,817
+130
275
$726K 0.05%
3,290
+2
9 10
11
12 13