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
76
$6.85M 0.46%
27,806
+298
77
$6.73M 0.46%
340,479
+36,883
78
$6.71M 0.45%
33,154
-1,285
79
$6.64M 0.45%
110,508
+1,180
80
$6.64M 0.45%
116,030
+5,373
81
$6.6M 0.45%
29,979
+756
82
$6.59M 0.45%
17,560
+265
83
$6.5M 0.44%
239,229
+151,117
84
$6.45M 0.44%
133,415
+4,990
85
$6.44M 0.44%
18,784
+47
86
$6.22M 0.42%
48,616
+1,968
87
$6.22M 0.42%
37,617
+1,199
88
$6.15M 0.42%
211,950
-4,760
89
$6.14M 0.42%
16,288
+2,119
90
$6.09M 0.41%
19,748
+118
91
$6.09M 0.41%
105,004
-16,837
92
$6.08M 0.41%
72,720
-2,792
93
$6.07M 0.41%
11,834
+666
94
$5.96M 0.4%
153,353
+15,525
95
$5.94M 0.4%
54,046
-716
96
$5.91M 0.4%
27,596
-239
97
$5.88M 0.4%
25,754
+196
98
$5.79M 0.39%
69,068
+1,097
99
$5.78M 0.39%
39,010
+2,521
100
$5.77M 0.39%
69,307
+7,868
2 3
4
5 6