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
101
$5.67M 0.38%
109,371
+2,330
102
$5.64M 0.38%
27,097
-1,082
103
$5.6M 0.38%
90,287
-2,083
104
$5.57M 0.38%
26,800
+4,100
105
$5.56M 0.38%
114,972
+4,273
106
$5.47M 0.37%
23,614
+712
107
$5.37M 0.36%
33,886
+6,979
108
$5.21M 0.35%
132,235
-39,450
109
$5.2M 0.35%
19,491
-195
110
$5.08M 0.34%
22,251
+2,744
111
$4.97M 0.34%
58,944
-6,763
112
$4.82M 0.33%
77,023
+1,919
113
$4.76M 0.32%
35,464
-190
114
$4.74M 0.32%
23,619
+58
115
$4.62M 0.31%
26,700
-1,069
116
$4.58M 0.31%
17,446
+978
117
$4.55M 0.31%
45,795
-2,865
118
$4.53M 0.31%
55,604
-3,140
119
$4.51M 0.3%
101,817
-4,194
120
$4.51M 0.3%
55,928
-3,122
121
$4.49M 0.3%
15,419
+1,114
122
$4.41M 0.3%
31,274
+341
123
$4.36M 0.29%
20,109
-106
124
$4.35M 0.29%
27,835
+2,538
125
$4.29M 0.29%
12,704
+689
3 4
5
6 7