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
$631M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.03M
3
+$3.67M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.95M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.86M

Top Sells

1
+$2M
2
+$1.53M
3
+$1.45M
4
AIVI icon
WisdomTree International AI Enhanced Value Fund
AIVI
+$666K
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$609K

Sector Composition

1 Technology 12.32%
2 Financials 8.96%
3 Industrials 8.7%
4 Healthcare 7.1%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$487K 0.08%
15,843
-264
227
$486K 0.08%
2,882
228
$481K 0.08%
10,970
-92
229
$465K 0.07%
3,300
+1,000
230
$459K 0.07%
10,238
+7
231
$458K 0.07%
2,838
232
$452K 0.07%
68,708
-4,222
233
$451K 0.07%
7,475
+420
234
$450K 0.07%
4,480
235
$446K 0.07%
7,657
+64
236
$444K 0.07%
13,353
+3,030
237
$437K 0.07%
9,522
+3,351
238
$434K 0.07%
12,412
239
$434K 0.07%
13,622
+10
240
$422K 0.07%
3,959
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241
$412K 0.07%
8,025
-240
242
$405K 0.06%
6,072
+7
243
$402K 0.06%
3,165
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244
$400K 0.06%
5,515
245
$396K 0.06%
3,630
246
$393K 0.06%
7,119
247
$392K 0.06%
6,313
-65
248
$386K 0.06%
5,582
+973
249
$385K 0.06%
5,902
+28
250
$378K 0.06%
1,843
+609
8 9
10
11 12