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
601
$17.6K ﹤0.01%
528
+144
602
$17.5K ﹤0.01%
303
603
$17.4K ﹤0.01%
111
604
$17.3K ﹤0.01%
149
605
$17.1K ﹤0.01%
204
+1
606
$16.9K ﹤0.01%
20
-2
607
$16.6K ﹤0.01%
200
608
$16.1K ﹤0.01%
550
609
$16K ﹤0.01%
1,164
-4,496
610
$15.6K ﹤0.01%
440
611
$15.5K ﹤0.01%
436
612
$15.5K ﹤0.01%
225
+1
613
$15.4K ﹤0.01%
1,060
614
$15.4K ﹤0.01%
65
+31
615
$15.4K ﹤0.01%
861
616
$15.3K ﹤0.01%
172
617
$15.3K ﹤0.01%
113
618
$15.3K ﹤0.01%
+178
619
$15.2K ﹤0.01%
760
620
$15.2K ﹤0.01%
228
621
$15.1K ﹤0.01%
704
+2
622
$14.8K ﹤0.01%
6
623
$14.7K ﹤0.01%
960
624
$14.7K ﹤0.01%
498
625
$14.6K ﹤0.01%
161