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
51
$4.64M 0.6%
69,160
+2,799
52
$4.63M 0.6%
86,169
-3,108
53
$4.58M 0.59%
28,702
+464
54
$4.38M 0.56%
40,095
+3,666
55
$4.32M 0.56%
36,020
-41
56
$4.21M 0.54%
37,181
+970
57
$4.2M 0.54%
30,785
+635
58
$4.13M 0.53%
20,533
+872
59
$4.06M 0.52%
32,954
+752
60
$3.98M 0.51%
152,930
-11,235
61
$3.97M 0.51%
57,223
+1,758
62
$3.95M 0.51%
49,183
+3,320
63
$3.93M 0.51%
166,045
+8,298
64
$3.91M 0.5%
16,490
-40
65
$3.87M 0.5%
41,581
+2,079
66
$3.82M 0.49%
80,829
+5,503
67
$3.82M 0.49%
38,412
+159
68
$3.79M 0.49%
73,020
-2,082
69
$3.75M 0.48%
15,474
-18
70
$3.61M 0.47%
45,473
+3,239
71
$3.56M 0.46%
33,444
+668
72
$3.52M 0.45%
33,485
+479
73
$3.52M 0.45%
30,598
-100
74
$3.41M 0.44%
25,461
+1,480
75
$3.4M 0.44%
73,384
+5,847
1 2
3
4 5