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
676
$10.8K ﹤0.01%
143
677
$10.8K ﹤0.01%
60
678
$10.7K ﹤0.01%
600
+462
679
$10.6K ﹤0.01%
50
680
$10.6K ﹤0.01%
+140
681
$10.6K ﹤0.01%
167
+67
682
$10.5K ﹤0.01%
50
683
$10.5K ﹤0.01%
503
-119
684
$10.4K ﹤0.01%
337
685
$10.4K ﹤0.01%
+300
686
$10.3K ﹤0.01%
95
687
$10.3K ﹤0.01%
1,320
688
$10.3K ﹤0.01%
120
689
$10.2K ﹤0.01%
70
690
$10.2K ﹤0.01%
500
691
$10.1K ﹤0.01%
+450
692
$10.1K ﹤0.01%
895
693
$10K ﹤0.01%
214
694
$9.94K ﹤0.01%
193
695
$9.91K ﹤0.01%
387
696
$9.87K ﹤0.01%
1,898
697
$9.57K ﹤0.01%
45
698
$9.51K ﹤0.01%
449
699
$9.44K ﹤0.01%
151
700
$9.43K ﹤0.01%
128