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
26
$11M 0.75%
39,549
-648
27
$10.9M 0.74%
34,208
-368
28
$10.9M 0.74%
71,770
+1,934
29
$10.8M 0.73%
145,293
+3,674
30
$10.8M 0.73%
80,218
+3,083
31
$10.6M 0.72%
155,691
+3,613
32
$10.4M 0.7%
69,584
+1,158
33
$10.1M 0.69%
62,198
+647
34
$10M 0.68%
60,067
+592
35
$10M 0.68%
38,875
+1,794
36
$10M 0.68%
55,403
+3,374
37
$9.86M 0.67%
111,089
+17
38
$9.82M 0.66%
123,387
+5,608
39
$9.37M 0.63%
23,438
+469
40
$9.28M 0.63%
50,253
-889
41
$9.09M 0.61%
293,391
-2,378
42
$9M 0.61%
19,717
-172
43
$8.78M 0.59%
62,336
+4,081
44
$8.7M 0.59%
46,404
+809
45
$8.53M 0.58%
97,481
+4,008
46
$8.49M 0.57%
16,009
+200
47
$8.46M 0.57%
82,208
+5,359
48
$8.36M 0.57%
135,670
+51,969
49
$8.35M 0.56%
87,703
-1,008
50
$8.17M 0.55%
46,233
+1,592
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