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
151
$3.45M 0.23%
31,644
+289
152
$3.45M 0.23%
90,576
+1,460
153
$3.42M 0.23%
10,203
-707
154
$3.41M 0.23%
45,706
-1,698
155
$3.41M 0.23%
24,559
-1,247
156
$3.35M 0.23%
13,414
+5,012
157
$3.32M 0.22%
109,200
+10,644
158
$3.31M 0.22%
40,623
+1,599
159
$3.31M 0.22%
39,642
-4,183
160
$3.25M 0.22%
35,774
+8,364
161
$3.24M 0.22%
32,270
-701
162
$3.15M 0.21%
42,126
-5,399
163
$3.1M 0.21%
34,198
-1,762
164
$3.1M 0.21%
143,733
+2,288
165
$3.04M 0.21%
58,458
-10,845
166
$2.96M 0.2%
24,582
+727
167
$2.92M 0.2%
28,472
+1,416
168
$2.91M 0.2%
26,478
-154
169
$2.9M 0.2%
43,043
+12,757
170
$2.89M 0.2%
8,301
-250
171
$2.89M 0.2%
107,417
-17,515
172
$2.88M 0.19%
108,803
-27,571
173
$2.86M 0.19%
81,736
-6,762
174
$2.85M 0.19%
36,742
+37
175
$2.84M 0.19%
33,172
-3,242
5 6
7
8 9