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
326
$338K 0.02%
1,657
-173
327
$334K 0.02%
1,025
328
$326K 0.02%
2,055
+312
329
$318K 0.02%
5,030
+23
330
$316K 0.02%
4,670
331
$313K 0.02%
1,510
-21
332
$306K 0.02%
1,949
333
$306K 0.02%
99,219
334
$305K 0.02%
1,750
+4
335
$300K 0.02%
9,207
336
$291K 0.02%
7,022
-2,784
337
$289K 0.02%
13,206
338
$288K 0.02%
5,565
339
$288K 0.02%
2,705
+635
340
$287K 0.02%
4,370
-2,394
341
$281K 0.02%
2,774
+9
342
$277K 0.02%
440
343
$271K 0.02%
2,502
+374
344
$269K 0.02%
626
+10
345
$266K 0.02%
1,206
346
$263K 0.02%
2,248
-104
347
$258K 0.02%
9,620
-82,117
348
$257K 0.02%
3,072
+2,857
349
$255K 0.02%
7,773
-283
350
$255K 0.02%
5,157
+33
12 13
14
15 16