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
901
$317 ﹤0.01%
358
902
$257 ﹤0.01%
15
903
$233 ﹤0.01%
6
904
$232 ﹤0.01%
200
905
$229 ﹤0.01%
10
906
$212 ﹤0.01%
50
907
$190 ﹤0.01%
41
+11
908
$188 ﹤0.01%
78
909
$185 ﹤0.01%
3
910
$178 ﹤0.01%
4
911
$154 ﹤0.01%
160
912
– –
0
913
$135 ﹤0.01%
14
914
$116 ﹤0.01%
20
915
$107 ﹤0.01%
2
916
$106 ﹤0.01%
8
917
$102 ﹤0.01%
1
918
$85 ﹤0.01%
20
919
$68 ﹤0.01%
20
920
$62 ﹤0.01%
3
921
$55 ﹤0.01%
20
922
– –
0
923
$35 ﹤0.01%
2
-2
924
$29 ﹤0.01%
1
925
$21 ﹤0.01%
10
35 36
37
38 39