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
276
$240K 0.04%
1,973
+38
277
$238K 0.04%
1,640
278
$231K 0.04%
1,428
+92
279
$229K 0.04%
1,850
280
$224K 0.04%
4,116
+2
281
$224K 0.04%
+4,640
282
$224K 0.04%
8,278
283
$218K 0.03%
+1,160
284
$210K 0.03%
+9,500
285
$209K 0.03%
+2,660
286
$208K 0.03%
4,584
+320
287
$204K 0.03%
+3,802
288
$202K 0.03%
+5,312
289
$201K 0.03%
+2,723
290
$201K 0.03%
+4,000
291
$195K 0.03%
21,750
-2,175
292
$189K 0.03%
25,176
293
$165K 0.03%
20,740
294
$164K 0.03%
16,273
295
$154K 0.02%
11,880
-1,400
296
$114K 0.02%
2,785
297
$69K 0.01%
10,300
298
$57K 0.01%
35,909
299
$52K 0.01%
333
300
– –
-33,688
9 10 11
12
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