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
$776M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.29M
3
+$1.23M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$1.15M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.06M

Top Sells

1
+$4.08M
2
+$2.18M
3
+$1.35M
4
MBFI
MB Financial Corp
MBFI
+$1.08M
5
GIB icon
CGI
GIB
+$989K

Sector Composition

1 Technology 16.11%
2 Industrials 11.35%
3 Financials 10.86%
4 Healthcare 6.64%
5 Consumer Staples 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$379K 0.05%
11,512
-9,350
252
$377K 0.05%
9,152
-2
253
$376K 0.05%
5,071
254
$376K 0.05%
986
+49
255
$369K 0.05%
2,548
256
$365K 0.05%
+8,250
257
$362K 0.05%
1,936
+34
258
$361K 0.05%
2,800
+570
259
$360K 0.05%
43,081
+10,101
260
$353K 0.05%
+6,284
261
$344K 0.04%
95,810
262
$343K 0.04%
102,935
+40,029
263
$338K 0.04%
2,205
+2
264
$330K 0.04%
5,604
+1
265
$329K 0.04%
34,099
+5,840
266
$325K 0.04%
28,325
267
$314K 0.04%
19,082
+3,498
268
$313K 0.04%
8,180
+2,200
269
$311K 0.04%
10,302
+1,636
270
$305K 0.04%
6,115
271
$305K 0.04%
5,619
-75,170
272
$303K 0.04%
1,055
273
$297K 0.04%
+2,559
274
$295K 0.04%
2,179
-524
275
$294K 0.04%
1,243
+60
9 10
11
12 13