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
551
$27K ﹤0.01%
901
552
$27K ﹤0.01%
1,131
553
$26.7K ﹤0.01%
369
554
$26.6K ﹤0.01%
95
555
$26.4K ﹤0.01%
322
556
$25.8K ﹤0.01%
83
557
$25.3K ﹤0.01%
667
558
$25.1K ﹤0.01%
200
559
$25K ﹤0.01%
335
560
$24.6K ﹤0.01%
540
+3
561
$24.2K ﹤0.01%
500
562
$24.1K ﹤0.01%
1,000
-2,500
563
$22.9K ﹤0.01%
208
-674
564
$22.8K ﹤0.01%
400
565
$22.6K ﹤0.01%
385
+99
566
$22.6K ﹤0.01%
227
+1
567
$22.3K ﹤0.01%
1,200
568
$22.3K ﹤0.01%
472
+3
569
$22.1K ﹤0.01%
400
570
$21.9K ﹤0.01%
294
+2
571
$21.9K ﹤0.01%
2,400
572
$21.9K ﹤0.01%
375
573
$21.7K ﹤0.01%
+309
574
$21.6K ﹤0.01%
333
575
$21.5K ﹤0.01%
1,103
21 22
23
24 25