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
851
$1.4K ﹤0.01%
52
852
$1.37K ﹤0.01%
100
853
$1.35K ﹤0.01%
300
854
$1.34K ﹤0.01%
45
855
$1.33K ﹤0.01%
55
856
$1.27K ﹤0.01%
22
857
$1.22K ﹤0.01%
100
858
$1.2K ﹤0.01%
74
859
$1.18K ﹤0.01%
+34
860
$1.15K ﹤0.01%
+54
861
$1.14K ﹤0.01%
+25
862
$1.12K ﹤0.01%
+58
863
$1.09K ﹤0.01%
8
864
$1.09K ﹤0.01%
+17
865
$1.06K ﹤0.01%
5
-318
866
$1.03K ﹤0.01%
8
867
$988 ﹤0.01%
23
868
$975 ﹤0.01%
100
-23
869
$963 ﹤0.01%
37
870
$942 ﹤0.01%
25
871
$895 ﹤0.01%
35
872
$880 ﹤0.01%
14
873
$856 ﹤0.01%
150
874
$845 ﹤0.01%
50
875
$839 ﹤0.01%
17
33 34
35
36 37