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
76
$2.54M 0.4%
53,235
+9,759
77
$2.54M 0.4%
27,572
-96
78
$2.54M 0.4%
48,220
+5,725
79
$2.51M 0.4%
20,593
+1,906
80
$2.5M 0.4%
28,739
+2,106
81
$2.48M 0.39%
51,516
+7,274
82
$2.41M 0.38%
15,069
+72
83
$2.38M 0.38%
17,565
-997
84
$2.31M 0.37%
31,690
85
$2.31M 0.37%
25,531
-508
86
$2.29M 0.36%
34,083
+492
87
$2.29M 0.36%
17,217
+124
88
$2.22M 0.35%
23,903
+331
89
$2.21M 0.35%
48,604
+1,168
90
$2.19M 0.35%
14,926
+910
91
$2.15M 0.34%
48,012
+4,957
92
$2.1M 0.33%
42,324
-89
93
$2.09M 0.33%
26,810
+1,920
94
$2.08M 0.33%
32,163
+1,125
95
$2.08M 0.33%
43,481
+6,781
96
$2.06M 0.33%
14,404
+1,056
97
$2.06M 0.33%
39,636
+733
98
$2.05M 0.32%
20,424
+514
99
$2.03M 0.32%
98,999
+1,924
100
$2.02M 0.32%
149,042
+451
2 3
4
5 6