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
151
$1.45M 0.19%
29,943
+2,957
152
$1.44M 0.19%
8,221
+272
153
$1.43M 0.18%
21,105
+456
154
$1.43M 0.18%
20,436
+46
155
$1.42M 0.18%
26,110
+426
156
$1.39M 0.18%
8,381
+3
157
$1.38M 0.18%
10,687
+1,877
158
$1.34M 0.17%
9,942
+355
159
$1.33M 0.17%
12,537
+416
160
$1.31M 0.17%
7,985
+903
161
$1.31M 0.17%
40,974
+9,239
162
$1.28M 0.17%
44,808
-265
163
$1.28M 0.17%
26,735
+2,252
164
$1.26M 0.16%
22,872
-641
165
$1.24M 0.16%
53,428
+15,125
166
$1.23M 0.16%
+48,736
167
$1.21M 0.16%
18,432
+940
168
$1.21M 0.16%
400
+100
169
$1.2M 0.15%
18,949
+2,870
170
$1.17M 0.15%
35,422
+8,025
171
$1.17M 0.15%
12,991
+190
172
$1.13M 0.15%
18,531
+2,330
173
$1.13M 0.15%
12,129
-31
174
$1.12M 0.14%
21,232
-1,554
175
$1.11M 0.14%
37,070
+632
5 6
7
8 9