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GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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
+$9.73M
2
+$3.94M
3
+$3.57M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.9M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$2.83M

Top Sells

1
+$2.01M
2
+$1.51M
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
101
$1.96M 0.31%
133,791
+4,576
102
$1.95M 0.31%
113,068
+45,555
103
$1.93M 0.31%
49,642
+6,791
104
$1.89M 0.3%
52,412
+8,804
105
$1.84M 0.29%
11,201
+642
106
$1.8M 0.29%
21,392
+3,486
107
$1.78M 0.28%
22,136
+441
108
$1.75M 0.28%
94,960
-504
109
$1.74M 0.28%
20,734
+810
110
$1.72M 0.27%
54,243
+1,629
111
$1.71M 0.27%
13,410
+155
112
$1.64M 0.26%
12,379
+1,373
113
$1.63M 0.26%
26,699
-949
114
$1.63M 0.26%
39,377
+671
115
$1.63M 0.26%
31,157
+478
116
$1.61M 0.26%
65,465
+5,979
117
$1.57M 0.25%
39,256
+3,424
118
$1.56M 0.25%
15,090
+740
119
$1.54M 0.24%
11,929
-665
120
$1.54M 0.24%
12,710
-105
121
$1.51M 0.24%
24,518
+754
122
$1.5M 0.24%
18,410
+977
123
$1.49M 0.24%
8,053
+248
124
$1.45M 0.23%
19,549
+53
125
$1.44M 0.23%
48,061
+6,950
3 4
5
6 7