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
826
$2.24K ﹤0.01%
41
+1
827
$2.24K ﹤0.01%
100
828
$2.21K ﹤0.01%
61
829
$2.17K ﹤0.01%
500
830
$2.12K ﹤0.01%
270
831
$2.05K ﹤0.01%
18
832
$2.01K ﹤0.01%
36
+1
833
$1.91K ﹤0.01%
16
834
$1.87K ﹤0.01%
111
835
$1.86K ﹤0.01%
+24
836
$1.85K ﹤0.01%
45
-3
837
$1.82K ﹤0.01%
344
838
$1.82K ﹤0.01%
75
839
$1.81K ﹤0.01%
21
840
$1.77K ﹤0.01%
200
841
$1.75K ﹤0.01%
+100
842
$1.73K ﹤0.01%
375
843
$1.71K ﹤0.01%
60
844
$1.69K ﹤0.01%
139
845
$1.67K ﹤0.01%
41
-66
846
$1.66K ﹤0.01%
149
-5
847
$1.65K ﹤0.01%
+40
848
$1.58K ﹤0.01%
53
849
$1.47K ﹤0.01%
81
850
$1.43K ﹤0.01%
100
32 33
34
35 36