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
276
$720K 0.05%
5,132
+66
277
$716K 0.05%
12,500
-1,689
278
$708K 0.05%
5,042
+214
279
$707K 0.05%
18,798
-796
280
$703K 0.05%
1,288
281
$694K 0.05%
12,084
-1,506
282
$694K 0.05%
2,730
283
$683K 0.05%
13,332
+307
284
$681K 0.05%
4,153
285
$675K 0.05%
30,843
+21,645
286
$670K 0.05%
6,759
-433
287
$665K 0.05%
7,596
+1,745
288
$653K 0.04%
4,811
-76
289
$650K 0.04%
3,380
290
$649K 0.04%
1,590
291
$635K 0.04%
11,280
292
$619K 0.04%
14,680
293
$619K 0.04%
4,192
-313
294
$613K 0.04%
2,860
-424
295
$608K 0.04%
2,196
-23
296
$581K 0.04%
6,857
+2,403
297
$570K 0.04%
298,335
298
$553K 0.04%
2,243
-74
299
$538K 0.04%
16,502
-151
300
$526K 0.04%
5,549
-2,552
10 11
12
13 14