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
26
$4.62M 0.73%
33,163
-214
27
$4.62M 0.73%
50,507
+173
28
$4.59M 0.73%
31,507
-675
29
$4.57M 0.72%
160,232
+10,954
30
$4.51M 0.72%
247,941
+9,300
31
$4.5M 0.71%
42,380
+1,103
32
$4.48M 0.71%
33,840
-494
33
$4.34M 0.69%
37,540
+686
34
$4.29M 0.68%
79,344
+11,680
35
$4.13M 0.66%
37,108
+1,329
36
$4.12M 0.65%
163,330
+27,172
37
$4.07M 0.65%
31,999
+1,081
38
$3.97M 0.63%
18,602
+786
39
$3.89M 0.62%
72,467
+4,545
40
$3.85M 0.61%
40,772
+11
41
$3.82M 0.61%
76,114
+3,081
42
$3.68M 0.58%
74,598
+69
43
$3.62M 0.57%
26,114
+15
44
$3.59M 0.57%
28,359
+1,178
45
$3.45M 0.55%
26,751
+46
46
$3.44M 0.55%
138,301
+92,115
47
$3.42M 0.54%
39,928
+2,455
48
$3.4M 0.54%
100,664
+11,306
49
$3.37M 0.54%
19,922
+175
50
$3.37M 0.53%
28,592
+816
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