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
801
$3.55K ﹤0.01%
170
802
$3.39K ﹤0.01%
75
803
$3.25K ﹤0.01%
100
804
$3.24K ﹤0.01%
147
805
$3.12K ﹤0.01%
100
806
$3.06K ﹤0.01%
77
807
$3.05K ﹤0.01%
75
-10
808
$2.95K ﹤0.01%
970
809
$2.9K ﹤0.01%
86
810
$2.84K ﹤0.01%
116
811
$2.8K ﹤0.01%
550
812
$2.72K ﹤0.01%
110
813
$2.72K ﹤0.01%
244
-9
814
$2.69K ﹤0.01%
182
815
$2.59K ﹤0.01%
133
816
$2.52K ﹤0.01%
75
817
$2.52K ﹤0.01%
127
818
$2.48K ﹤0.01%
+15
819
$2.45K ﹤0.01%
60
820
$2.41K ﹤0.01%
31
821
$2.38K ﹤0.01%
+83
822
$2.38K ﹤0.01%
75
823
$2.37K ﹤0.01%
18
824
$2.32K ﹤0.01%
204
825
$2.25K ﹤0.01%
+23
31 32
33
34 35