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
51
$8.16M 0.55%
55,216
-764
52
$8.11M 0.55%
33,168
+317
53
$8.11M 0.55%
85,644
+1,063
54
$7.96M 0.54%
44,293
-1,822
55
$7.83M 0.53%
95,744
+3,834
56
$7.76M 0.52%
44,706
+933
57
$7.67M 0.52%
59,167
+1,265
58
$7.6M 0.51%
160,884
+8,097
59
$7.59M 0.51%
19,497
+141
60
$7.5M 0.51%
239,795
+62,022
61
$7.35M 0.5%
22,185
+210
62
$7.32M 0.49%
24,345
+100
63
$7.29M 0.49%
70,198
+1,318
64
$7.22M 0.49%
151,547
-4,918
65
$7.14M 0.48%
76,606
-126
66
$7.1M 0.48%
23,658
+511
67
$7.05M 0.48%
71,199
+5,153
68
$7.03M 0.48%
21,223
-675
69
$7.01M 0.47%
228,501
+160,550
70
$6.99M 0.47%
76,926
+1,561
71
$6.98M 0.47%
29,238
+451
72
$6.97M 0.47%
42,499
+2,105
73
$6.96M 0.47%
137,323
+15,821
74
$6.92M 0.47%
216,705
+3,878
75
$6.91M 0.47%
124,613
-38,172
1 2
3
4 5