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
251
$365K 0.06%
17,175
+30
252
$360K 0.06%
+7,184
253
$360K 0.06%
18,309
+39
254
$358K 0.06%
7,463
+7
255
$352K 0.06%
4,978
+1,479
256
$343K 0.05%
23,659
+4,080
257
$343K 0.05%
2,431
258
$341K 0.05%
+2,259
259
$339K 0.05%
11,971
+1,740
260
$331K 0.05%
56,010
+10,640
261
$322K 0.05%
1,018
262
$304K 0.05%
1,839
263
$304K 0.05%
5,458
-2,620
264
$303K 0.05%
31,440
-4,590
265
$298K 0.05%
7,702
-904
266
$294K 0.05%
8,824
-38
267
$293K 0.05%
1,080
+135
268
$273K 0.04%
2,542
269
$264K 0.04%
6,115
+223
270
$264K 0.04%
6,790
271
$261K 0.04%
5,124
+2
272
$259K 0.04%
4,682
+392
273
$245K 0.04%
5,599
+1,468
274
$244K 0.04%
95,810
275
$240K 0.04%
2,973
-1,863
9 10
11
12 13