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
576
$21.5K ﹤0.01%
656
+247
577
$21.5K ﹤0.01%
810
578
$21.5K ﹤0.01%
811
579
$21.3K ﹤0.01%
511
580
$21.1K ﹤0.01%
517
581
$21.1K ﹤0.01%
1,763
-745
582
$20.7K ﹤0.01%
853
583
$20.6K ﹤0.01%
178
584
$20.3K ﹤0.01%
300
585
$20.2K ﹤0.01%
143
-23
586
$19.7K ﹤0.01%
323
587
$19.6K ﹤0.01%
666
-1,406
588
$19.1K ﹤0.01%
381
-1,207
589
$19.1K ﹤0.01%
425
590
$19K ﹤0.01%
145
591
$19K ﹤0.01%
450
592
$18.9K ﹤0.01%
755
593
$18.9K ﹤0.01%
450
594
$18.8K ﹤0.01%
595
+229
595
$18.8K ﹤0.01%
206
-369
596
$18.8K ﹤0.01%
26
597
$18.6K ﹤0.01%
188
+1
598
$18.6K ﹤0.01%
124
599
$18.5K ﹤0.01%
143
600
$18.2K ﹤0.01%
65
22 23
24
25 26