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
376
$181K 0.01%
328
+51
377
$180K 0.01%
3,577
+154
378
$179K 0.01%
414
-424
379
$175K 0.01%
9,215
+198
380
$170K 0.01%
5,856
-4,310
381
$170K 0.01%
3,040
+250
382
$166K 0.01%
953
383
$165K 0.01%
3,155
-236
384
$165K 0.01%
1,691
385
$161K 0.01%
2,850
-1,050
386
$160K 0.01%
921
387
$158K 0.01%
1,250
-500
388
$155K 0.01%
1,500
389
$153K 0.01%
16,099
-1,920
390
$153K 0.01%
2,515
391
$150K 0.01%
626
392
$148K 0.01%
1,088
+38
393
$145K 0.01%
455
+48
394
$145K 0.01%
9,900
-6,260
395
$142K 0.01%
797
396
$142K 0.01%
5,100
-400
397
$141K 0.01%
3,519
398
$141K 0.01%
3,200
399
$140K 0.01%
1,188
-4
400
$136K 0.01%
1,501
14 15
16
17 18