GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
+$4.71M
2
+$3.83M
3
+$3.76M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.06M
5
AME icon
Ametek
AME
+$2.04M

Top Sells

1
+$2.12M
2
+$2.01M
3
+$1.92M
4
VZ icon
Verizon
VZ
+$1.49M
5
FHN icon
First Horizon
FHN
+$1.41M

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
476
$59.6K ﹤0.01%
+2,500
477
$59.3K ﹤0.01%
1,300
478
$58.3K ﹤0.01%
1,925
+14
479
$57.6K ﹤0.01%
273
480
$57.4K ﹤0.01%
+1,439
481
$54.5K ﹤0.01%
1,020
482
$53.3K ﹤0.01%
218
483
$52.8K ﹤0.01%
2,148
484
$51.8K ﹤0.01%
845
-33
485
$51.7K ﹤0.01%
224
-15
486
$50.9K ﹤0.01%
1,090
+6
487
$50.9K ﹤0.01%
415
+1
488
$49.7K ﹤0.01%
375
489
$48.7K ﹤0.01%
8,892
+90
490
$48.7K ﹤0.01%
743
491
$48.5K ﹤0.01%
551
492
$48.1K ﹤0.01%
518
+2
493
$48K ﹤0.01%
426
+61
494
$47.6K ﹤0.01%
1,414
495
$46.8K ﹤0.01%
732
-236
496
$46.6K ﹤0.01%
333
-299
497
$46.4K ﹤0.01%
748
498
$45.9K ﹤0.01%
6,311
499
$45.3K ﹤0.01%
1,675
+2
500
$44.5K ﹤0.01%
500
18 19
20
21 22