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
$536M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.08M
3
+$1,000K
4
PG icon
Procter & Gamble
PG
+$920K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$662K

Top Sells

1
+$2.09M
2
+$1.09M
3
+$803K
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$494K
5
RSTI
Rofin-Sinar Technologies Inc
RSTI
+$384K

Sector Composition

1 Technology 12.46%
2 Financials 9.14%
3 Industrials 8.91%
4 Healthcare 6.8%
5 Consumer Staples 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$445K 0.08%
8,020
+60
227
$441K 0.08%
2,865
+90
228
$440K 0.08%
6,249
-468
229
$424K 0.08%
10,231
+15
230
$419K 0.08%
+18,163
231
$417K 0.08%
3,426
+1,267
232
$414K 0.08%
24,822
+3,138
233
$411K 0.08%
2,411
+324
234
$408K 0.08%
18,431
-487
235
$403K 0.08%
8,166
+2,539
236
$389K 0.07%
10,231
+280
237
$384K 0.07%
4,480
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238
$382K 0.07%
6,393
+1
239
$374K 0.07%
10,323
240
$372K 0.07%
+4,069
241
$371K 0.07%
12,039
+2,096
242
$363K 0.07%
8,225
+925
243
$357K 0.07%
12,412
+1,267
244
$350K 0.07%
+4,769
245
$348K 0.06%
16,425
-1,621
246
$345K 0.06%
5,515
+76
247
$341K 0.06%
2,528
+4
248
$340K 0.06%
1,462
+133
249
$339K 0.06%
8,264
-259
250
$333K 0.06%
+2,838
8 9
10
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