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
76
$3.38M 0.44%
13,678
+976
77
$3.37M 0.43%
26,586
+3,678
78
$3.31M 0.43%
24,993
+331
79
$3.24M 0.42%
28,629
-268
80
$3.23M 0.42%
13,733
+1,003
81
$3.23M 0.42%
17,735
+2,045
82
$3.2M 0.41%
66,487
+5,710
83
$3.14M 0.4%
16,440
+259
84
$3.05M 0.39%
42,335
+1,445
85
$3M 0.39%
26,820
+20
86
$2.98M 0.38%
16,399
+739
87
$2.96M 0.38%
18,471
+2
88
$2.95M 0.38%
31,067
+3,877
89
$2.92M 0.38%
23,602
-841
90
$2.9M 0.37%
40,675
+361
91
$2.9M 0.37%
27,875
92
$2.88M 0.37%
35,540
+7,752
93
$2.85M 0.37%
55,543
+9,802
94
$2.77M 0.36%
83,847
+10,391
95
$2.76M 0.36%
40,257
-425
96
$2.76M 0.36%
109,863
+1,063
97
$2.73M 0.35%
84,084
+5,574
98
$2.73M 0.35%
63,257
+3,913
99
$2.72M 0.35%
43,803
+6,522
100
$2.67M 0.34%
57,323
+394
2 3
4
5 6