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
126
$1.44M 0.23%
16,080
+1,222
127
$1.44M 0.23%
28,197
+1,428
128
$1.42M 0.23%
18,224
+2,447
129
$1.41M 0.22%
25,445
+1,332
130
$1.4M 0.22%
8,134
+760
131
$1.39M 0.22%
9,495
-1,790
132
$1.38M 0.22%
33,929
+6,710
133
$1.36M 0.22%
24,023
+1,323
134
$1.36M 0.22%
32,753
-37,008
135
$1.34M 0.21%
35,192
+5,607
136
$1.34M 0.21%
30,385
-667
137
$1.34M 0.21%
10,829
-325
138
$1.33M 0.21%
10,618
+1,700
139
$1.33M 0.21%
25,630
-437
140
$1.32M 0.21%
26,420
+3,185
141
$1.3M 0.21%
26,725
+3
142
$1.29M 0.21%
11,873
+777
143
$1.26M 0.2%
26,322
144
$1.26M 0.2%
39,070
+2,036
145
$1.26M 0.2%
23,244
+104
146
$1.25M 0.2%
6,820
+140
147
$1.25M 0.2%
13,357
+1,583
148
$1.23M 0.2%
19,685
+1,845
149
$1.23M 0.19%
50,587
+2,258
150
$1.22M 0.19%
9,008
+1,061
4 5
6
7 8