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
176
$2.83M 0.19%
11,663
+721
177
$2.78M 0.19%
23,141
-4,363
178
$2.71M 0.18%
55,791
-4,901
179
$2.68M 0.18%
31,244
-1,539
180
$2.65M 0.18%
30,786
+488
181
$2.65M 0.18%
3,733
+16
182
$2.59M 0.18%
30,970
-12,619
183
$2.54M 0.17%
55,355
-3,959
184
$2.47M 0.17%
44,036
-7,804
185
$2.47M 0.17%
14,188
+873
186
$2.46M 0.17%
23,509
-4,649
187
$2.46M 0.17%
7,505
-227
188
$2.4M 0.16%
23,331
-3,066
189
$2.34M 0.16%
18,721
-785
190
$2.33M 0.16%
30,366
+869
191
$2.32M 0.16%
29,905
-9,966
192
$2.32M 0.16%
30,559
+10,923
193
$2.29M 0.16%
25,985
+762
194
$2.27M 0.15%
24,573
-7,706
195
$2.27M 0.15%
51,055
+18,624
196
$2.23M 0.15%
13,641
+29
197
$2.22M 0.15%
12,480
+6,307
198
$2.21M 0.15%
28,869
+261
199
$2.21M 0.15%
77,029
-25,900
200
$2.17M 0.15%
10,325
-11
6 7
8
9 10