GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
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
+$4.71M
2
+$3.83M
3
+$3.76M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.06M
5
AME icon
Ametek
AME
+$2.04M

Top Sells

1
+$2.12M
2
+$2.01M
3
+$1.92M
4
VZ icon
Verizon
VZ
+$1.49M
5
FHN icon
First Horizon
FHN
+$1.41M

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
776
$5.24K ﹤0.01%
+178
777
$5.24K ﹤0.01%
+8
778
$5.22K ﹤0.01%
150
779
$5.21K ﹤0.01%
50
780
$5.12K ﹤0.01%
10
+2
781
$5K ﹤0.01%
198
782
$4.99K ﹤0.01%
141
-77
783
$4.96K ﹤0.01%
345
784
$4.96K ﹤0.01%
113
785
$4.95K ﹤0.01%
1,170
786
$4.51K ﹤0.01%
151
787
$4.37K ﹤0.01%
432
+314
788
$4.24K ﹤0.01%
+212
789
$4.2K ﹤0.01%
228
-62
790
$4.17K ﹤0.01%
+71
791
$4.07K ﹤0.01%
125
792
$4.07K ﹤0.01%
100
793
$4.03K ﹤0.01%
25
-460
794
$4K ﹤0.01%
72
795
$3.92K ﹤0.01%
347
+4
796
$3.78K ﹤0.01%
117
797
$3.77K ﹤0.01%
100
798
$3.77K ﹤0.01%
1,000
799
$3.69K ﹤0.01%
135
800
$3.64K ﹤0.01%
25
-64
30 31
32
33 34