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
651
$12.1K ﹤0.01%
42
652
$12K ﹤0.01%
250
653
$12K ﹤0.01%
300
654
$11.9K ﹤0.01%
50
655
$11.8K ﹤0.01%
208
656
$11.7K ﹤0.01%
168
657
$11.7K ﹤0.01%
668
658
$11.5K ﹤0.01%
275
659
$11.5K ﹤0.01%
356
660
$11.4K ﹤0.01%
992
+192
661
$11.4K ﹤0.01%
49
662
$11.4K ﹤0.01%
65
663
$11.4K ﹤0.01%
691
664
$11.2K ﹤0.01%
70
-234
665
$11.2K ﹤0.01%
54
-26
666
$11.2K ﹤0.01%
28
667
$11.2K ﹤0.01%
200
668
$11.1K ﹤0.01%
20
669
$11.1K ﹤0.01%
917
670
$11.1K ﹤0.01%
151
671
$11.1K ﹤0.01%
110
672
$11K ﹤0.01%
148
-105
673
$11K ﹤0.01%
335
674
$11K ﹤0.01%
147
675
$11K ﹤0.01%
277
+94
25 26
27
28 29