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
276
$292K 0.04%
+11,015
277
$290K 0.04%
+1,836
278
$287K 0.04%
4,423
279
$276K 0.04%
2,762
+75
280
$275K 0.04%
25,176
281
$273K 0.04%
+5,425
282
$259K 0.03%
5,138
+2
283
$244K 0.03%
65,270
+16,200
284
$242K 0.03%
1,328
-80
285
$236K 0.03%
+7,261
286
$235K 0.03%
+4,103
287
$233K 0.03%
+1,393
288
$230K 0.03%
20,184
+8
289
$230K 0.03%
1,640
290
$228K 0.03%
+502
291
$227K 0.03%
1,291
292
$227K 0.03%
4,760
293
$221K 0.03%
+7,593
294
$216K 0.03%
+2,835
295
$215K 0.03%
+2,512
296
$210K 0.03%
+6,947
297
$209K 0.03%
+4,758
298
$209K 0.03%
26,630
-649
299
$201K 0.03%
10,085
-1,154
300
$56K 0.01%
333
9 10 11
12
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