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
351
$252K 0.02%
1,322
-115
352
$251K 0.02%
2,158
353
$250K 0.02%
2,430
+329
354
$246K 0.02%
2,891
355
$240K 0.02%
7,762
+48
356
$238K 0.02%
13,200
357
$230K 0.02%
5,045
358
$229K 0.02%
1,875
359
$225K 0.02%
5,711
+25
360
$221K 0.01%
6,180
361
$219K 0.01%
3,131
+788
362
$213K 0.01%
1,162
363
$212K 0.01%
963
364
$208K 0.01%
10,550
365
$208K 0.01%
1,795
366
$203K 0.01%
5,434
-2,308
367
$202K 0.01%
2,626
368
$201K 0.01%
2,980
+27
369
$201K 0.01%
585
-13
370
$201K 0.01%
1,904
+13
371
$195K 0.01%
1,241
+266
372
$189K 0.01%
1,978
+54
373
$188K 0.01%
1,241
+619
374
$187K 0.01%
3,016
375
$186K 0.01%
3,836
-633
13 14
15
16 17