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
126
$4.25M 0.29%
48,679
+4,913
127
$4.22M 0.29%
154,894
-6,602
128
$4.2M 0.28%
72,831
-3,699
129
$4.16M 0.28%
52,784
+963
130
$4.06M 0.27%
16,368
+1,260
131
$4.04M 0.27%
15,774
-746
132
$4.02M 0.27%
22,421
+2,285
133
$3.99M 0.27%
123,083
-4,958
134
$3.95M 0.27%
11,751
+11,743
135
$3.93M 0.27%
12,437
+801
136
$3.93M 0.27%
87,255
+19,795
137
$3.9M 0.26%
117,620
-2,240
138
$3.89M 0.26%
35,236
+5,466
139
$3.88M 0.26%
45,744
-1,023
140
$3.87M 0.26%
2,936
-77
141
$3.87M 0.26%
27,240
-1,122
142
$3.82M 0.26%
47,776
+2,175
143
$3.78M 0.26%
43,471
-6,264
144
$3.78M 0.26%
52,715
+804
145
$3.74M 0.25%
44,330
+440
146
$3.73M 0.25%
180,154
-6,326
147
$3.61M 0.24%
67,653
+1,184
148
$3.61M 0.24%
82,676
-6,167
149
$3.6M 0.24%
22,692
+1,606
150
$3.51M 0.24%
43,017
-9,112
4 5
6
7 8