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
526
$36K ﹤0.01%
796
+1
527
$35.9K ﹤0.01%
575
-250
528
$35.8K ﹤0.01%
270
+63
529
$35.5K ﹤0.01%
134
530
$35.3K ﹤0.01%
629
531
$35K ﹤0.01%
2,140
532
$34.8K ﹤0.01%
822
533
$34.4K ﹤0.01%
1,303
534
$33.8K ﹤0.01%
250
+1
535
$33.2K ﹤0.01%
401
536
$32K ﹤0.01%
932
+14
537
$31.9K ﹤0.01%
641
+153
538
$31.7K ﹤0.01%
276
539
$31.3K ﹤0.01%
700
540
$31.1K ﹤0.01%
57
541
$31K ﹤0.01%
240
542
$30K ﹤0.01%
113
543
$29.5K ﹤0.01%
+407
544
$29.3K ﹤0.01%
204
545
$28.8K ﹤0.01%
2,014
+1
546
$28.7K ﹤0.01%
449
+1
547
$28.5K ﹤0.01%
3,741
548
$28.5K ﹤0.01%
+339
549
$28.1K ﹤0.01%
398
550
$27.8K ﹤0.01%
509
20 21
22
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