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
751
$6.83K ﹤0.01%
185
+108
752
$6.58K ﹤0.01%
270
753
$6.57K ﹤0.01%
130
754
$6.52K ﹤0.01%
46
-20
755
$6.52K ﹤0.01%
1,115
756
$6.48K ﹤0.01%
1,010
757
$6.41K ﹤0.01%
200
758
$6.27K ﹤0.01%
89
759
$6.09K ﹤0.01%
+129
760
$6.03K ﹤0.01%
95
+74
761
$5.94K ﹤0.01%
499
762
$5.89K ﹤0.01%
75
763
$5.78K ﹤0.01%
207
-83
764
$5.78K ﹤0.01%
85
-45
765
$5.76K ﹤0.01%
175
766
$5.71K ﹤0.01%
251
767
$5.62K ﹤0.01%
228
768
$5.59K ﹤0.01%
50
769
$5.55K ﹤0.01%
+224
770
$5.52K ﹤0.01%
119
771
$5.42K ﹤0.01%
+232
772
$5.41K ﹤0.01%
66
+4
773
$5.33K ﹤0.01%
762
774
$5.31K ﹤0.01%
12
775
$5.31K ﹤0.01%
467
29 30
31
32 33