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
301
$521K 0.04%
2,839
-416
302
$500K 0.03%
4,418
+1,654
303
$499K 0.03%
2,081
+49
304
$498K 0.03%
9,778
-5
305
$493K 0.03%
6,961
306
$493K 0.03%
+16,245
307
$484K 0.03%
6,946
+266
308
$446K 0.03%
1,218
-6
309
$442K 0.03%
5,648
-358
310
$423K 0.03%
5,041
-1,044
311
$416K 0.03%
1,087
+24
312
$412K 0.03%
6,284
-763
313
$410K 0.03%
5,699
+86
314
$404K 0.03%
3,156
+5
315
$403K 0.03%
3,218
316
$401K 0.03%
5,385
-580
317
$395K 0.03%
26,250
-279
318
$392K 0.03%
7,862
-146
319
$391K 0.03%
9,685
+1,465
320
$390K 0.03%
10,303
-734
321
$377K 0.03%
1,970
-126
322
$368K 0.02%
+89,912
323
$366K 0.02%
5,088
324
$347K 0.02%
5,202
325
$347K 0.02%
3,331
-200
11 12
13
14 15