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
726
$7.99K ﹤0.01%
465
727
$7.98K ﹤0.01%
254
728
$7.93K ﹤0.01%
117
729
$7.85K ﹤0.01%
154
730
$7.65K ﹤0.01%
190
-335
731
$7.61K ﹤0.01%
250
732
$7.6K ﹤0.01%
42
733
$7.53K ﹤0.01%
117
734
$7.49K ﹤0.01%
864
735
$7.45K ﹤0.01%
100
736
$7.45K ﹤0.01%
210
737
$7.44K ﹤0.01%
66
738
$7.43K ﹤0.01%
500
739
$7.4K ﹤0.01%
657
-809
740
$7.39K ﹤0.01%
+145
741
$7.37K ﹤0.01%
457
+5
742
$7.36K ﹤0.01%
120
743
$7.34K ﹤0.01%
195
744
$7.24K ﹤0.01%
172
745
$7.15K ﹤0.01%
193
746
$7.11K ﹤0.01%
6
747
$7.11K ﹤0.01%
158
748
$7.11K ﹤0.01%
274
749
$7.07K ﹤0.01%
151
-61
750
$6.93K ﹤0.01%
774
28 29
30
31 32