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
201
$2.15M 0.15%
+15,412
202
$2.06M 0.14%
12,249
-13
203
$2.05M 0.14%
76,734
-8,135
204
$2.02M 0.14%
109,979
+8,212
205
$2.02M 0.14%
40,580
-2,262
206
$2M 0.14%
26,633
-3,124
207
$1.95M 0.13%
45,759
-7,410
208
$1.95M 0.13%
13,073
-100
209
$1.92M 0.13%
41,904
-13,330
210
$1.92M 0.13%
15,823
211
$1.91M 0.13%
26,817
-619
212
$1.91M 0.13%
49,016
-5,812
213
$1.9M 0.13%
13,414
+1,672
214
$1.9M 0.13%
134,504
+7,800
215
$1.85M 0.13%
5,206
+3,587
216
$1.84M 0.12%
8,796
-160
217
$1.84M 0.12%
4,798
-9
218
$1.8M 0.12%
71,685
+1,470
219
$1.79M 0.12%
26,383
-9,968
220
$1.77M 0.12%
40,328
-3,394
221
$1.75M 0.12%
26,498
+5,288
222
$1.72M 0.12%
20,688
-876
223
$1.69M 0.11%
23,006
+3,047
224
$1.64M 0.11%
64,930
225
$1.61M 0.11%
37,386
+577
7 8
9
10 11