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
$704M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$1.17M
3
+$846K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$755K
5
RTX icon
RTX Corp
RTX
+$703K

Top Sells

1
+$2.73M
2
+$1.73M
3
+$822K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$680K
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$659K

Sector Composition

1 Technology 13.74%
2 Financials 9.82%
3 Industrials 9.45%
4 Healthcare 6.16%
5 Consumer Staples 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$498K 0.07%
9,749
-5,205
227
$496K 0.07%
10,444
-557
228
$481K 0.07%
10,484
+239
229
$480K 0.07%
13,962
-244
230
$476K 0.07%
4,506
+230
231
$471K 0.07%
22,497
+2,467
232
$471K 0.07%
2,523
-23
233
$459K 0.07%
11,572
-840
234
$444K 0.06%
2,838
235
$443K 0.06%
7,708
+33
236
$440K 0.06%
6,169
+1
237
$438K 0.06%
8,055
+3,425
238
$424K 0.06%
9,081
+1,689
239
$420K 0.06%
7,444
-3,228
240
$413K 0.06%
7,735
+940
241
$407K 0.06%
333
242
$404K 0.06%
21,303
+7,750
243
$401K 0.06%
7,119
244
$399K 0.06%
3,850
+220
245
$386K 0.05%
5,394
+404
246
$383K 0.05%
5,482
-276
247
$380K 0.05%
1,193
+113
248
$364K 0.05%
19,257
-22,542
249
$357K 0.05%
2,339
+41
250
$354K 0.05%
+5,071
8 9
10
11 12