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
501
$43.5K ﹤0.01%
+1,760
502
$43.4K ﹤0.01%
442
503
$43.1K ﹤0.01%
254
504
$43K ﹤0.01%
3,285
505
$42.8K ﹤0.01%
2,400
506
$42.3K ﹤0.01%
498
507
$41.9K ﹤0.01%
626
-23
508
$41.7K ﹤0.01%
162
509
$41.7K ﹤0.01%
1,980
+10
510
$41.5K ﹤0.01%
+558
511
$40.9K ﹤0.01%
1,459
+11
512
$39.6K ﹤0.01%
518
+3
513
$39K ﹤0.01%
228
514
$38.4K ﹤0.01%
243
-170
515
$38.2K ﹤0.01%
494
516
$37.8K ﹤0.01%
439
+158
517
$37.7K ﹤0.01%
202
518
$37.5K ﹤0.01%
374
-101
519
$37.5K ﹤0.01%
679
520
$37.2K ﹤0.01%
404
521
$37.1K ﹤0.01%
273
522
$36.5K ﹤0.01%
844
+612
523
$36.4K ﹤0.01%
1,200
524
$36.4K ﹤0.01%
157
525
$36.2K ﹤0.01%
1,080
-21
19 20
21
22 23