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
426
$112K 0.01%
3,096
-511
427
$110K 0.01%
12,756
428
$109K 0.01%
322
-54
429
$109K 0.01%
1,445
430
$106K 0.01%
4,370
431
$106K 0.01%
1,319
432
$103K 0.01%
869
433
$102K 0.01%
6,218
434
$102K 0.01%
605
435
$100K 0.01%
1,561
436
$99.5K 0.01%
4,204
-2,277
437
$99.4K 0.01%
435
+297
438
$99.4K 0.01%
337
439
$98.2K 0.01%
8,441
-4,420
440
$95.7K 0.01%
11,250
441
$95.7K 0.01%
2,455
-6,784
442
$95.1K 0.01%
2,416
+750
443
$95K 0.01%
774
444
$95K 0.01%
1,000
445
$94.5K 0.01%
381
446
$92K 0.01%
726
447
$89.1K 0.01%
958
+5
448
$88.5K 0.01%
1,695
-165
449
$88K 0.01%
+574
450
$84.9K 0.01%
1,094
+10
16 17
18
19 20