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
701
$9.41K ﹤0.01%
209
702
$9.39K ﹤0.01%
415
703
$9.38K ﹤0.01%
+813
704
$9.3K ﹤0.01%
47
705
$9.27K ﹤0.01%
56
706
$9.22K ﹤0.01%
2
707
$9.2K ﹤0.01%
139
708
$9.11K ﹤0.01%
+493
709
$9.09K ﹤0.01%
262
710
$9.08K ﹤0.01%
115
711
$8.93K ﹤0.01%
200
712
$8.92K ﹤0.01%
38
713
$8.88K ﹤0.01%
141
714
$8.8K ﹤0.01%
295
715
$8.69K ﹤0.01%
92
716
$8.65K ﹤0.01%
59
717
$8.59K ﹤0.01%
+196
718
$8.53K ﹤0.01%
415
719
$8.45K ﹤0.01%
1,243
720
$8.45K ﹤0.01%
664
721
$8.28K ﹤0.01%
300
+11
722
$8.11K ﹤0.01%
799
-499
723
$8.07K ﹤0.01%
71
724
$8.06K ﹤0.01%
+37
725
$8.02K ﹤0.01%
30
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30 31