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
51
$3.35M 0.53%
106,865
+11,412
52
$3.34M 0.53%
45,056
-3,761
53
$3.33M 0.53%
25,075
+524
54
$3.33M 0.53%
197,538
-415
55
$3.22M 0.51%
26,483
+199
56
$3.18M 0.5%
19,256
+264
57
$3.16M 0.5%
30,331
+2
58
$3.15M 0.5%
60,596
+648
59
$3.02M 0.48%
117,531
-23,673
60
$3.01M 0.48%
35,802
-515
61
$2.89M 0.46%
23,857
-32
62
$2.86M 0.45%
37,374
+93
63
$2.85M 0.45%
28,387
-14
64
$2.84M 0.45%
63,602
-208
65
$2.84M 0.45%
13,048
+680
66
$2.82M 0.45%
50,897
+1,004
67
$2.81M 0.45%
30,633
+1,997
68
$2.77M 0.44%
27,030
+1,484
69
$2.75M 0.44%
300,900
+31,325
70
$2.73M 0.43%
33,860
-1,861
71
$2.67M 0.42%
72,524
+402
72
$2.65M 0.42%
44,373
+927
73
$2.63M 0.42%
44,066
+7,722
74
$2.6M 0.41%
28,726
+417
75
$2.58M 0.41%
30,195
-14
1 2
3
4 5