GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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 +$4.71M
2 +$3.83M
3 +$3.76M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.06M
5
AME icon
Ametek
AME
+$2.04M

Top Sells

1 +$2.12M
2 +$2.01M
3 +$1.92M
4
VZ icon
Verizon
VZ
+$1.49M
5
FHN icon
First Horizon
FHN
+$1.41M

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
626
$14.5K ﹤0.01%
217
-140
627
$14.5K ﹤0.01%
915
628
$14.5K ﹤0.01%
+410
629
$14.3K ﹤0.01%
776
630
$14.3K ﹤0.01%
163
631
$14.1K ﹤0.01%
200
632
$14K ﹤0.01%
+200
633
$13.8K ﹤0.01%
396
634
$13.8K ﹤0.01%
544
635
$13.7K ﹤0.01%
664
636
$13.6K ﹤0.01%
108
637
$13.6K ﹤0.01%
74
638
$13.6K ﹤0.01%
41
639
$13K ﹤0.01%
222
640
$12.9K ﹤0.01%
151
641
$12.8K ﹤0.01%
228
+86
642
$12.8K ﹤0.01%
351
+3
643
$12.7K ﹤0.01%
542
644
$12.7K ﹤0.01%
136
645
$12.6K ﹤0.01%
75
646
$12.5K ﹤0.01%
379
647
$12.4K ﹤0.01%
205
648
$12.4K ﹤0.01%
524
-52
649
$12.4K ﹤0.01%
116
650
$12.2K ﹤0.01%
250