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
451
$81.5K 0.01%
210
452
$80.1K 0.01%
402
+18
453
$80K 0.01%
663
-170
454
$79.4K 0.01%
1,157
+101
455
$78.7K 0.01%
4,505
456
$78.7K 0.01%
1,102
-293
457
$76.2K 0.01%
+2,130
458
$76K 0.01%
662
459
$74.8K 0.01%
3,925
460
$73.8K 0.01%
730
-54
461
$73.4K 0.01%
3,300
462
$69.2K ﹤0.01%
1,400
463
$68.7K ﹤0.01%
2,850
464
$68.7K ﹤0.01%
671
465
$67.7K ﹤0.01%
574
+65
466
$65.4K ﹤0.01%
531
-368
467
$65K ﹤0.01%
2,095
468
$64.9K ﹤0.01%
1,614
+3
469
$64.4K ﹤0.01%
452
470
$64.3K ﹤0.01%
969
471
$63.9K ﹤0.01%
228
+15
472
$63.6K ﹤0.01%
1,000
473
$63.5K ﹤0.01%
2,002
474
$62.1K ﹤0.01%
1,242
475
$60.1K ﹤0.01%
1,581
17 18
19
20 21