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
151
$1.21M 0.19%
47,952
-1,695
152
$1.17M 0.19%
15,493
+110
153
$1.16M 0.18%
66,725
+114
154
$1.16M 0.18%
30,464
+2,829
155
$1.16M 0.18%
22,656
+8,539
156
$1.14M 0.18%
15,999
+5
157
$1.14M 0.18%
12,300
158
$1.13M 0.18%
43,857
+10,010
159
$1.12M 0.18%
45,374
+22,467
160
$1.11M 0.18%
25,821
-528
161
$1.11M 0.18%
34,637
+1,341
162
$1.08M 0.17%
56,400
+5,850
163
$1.08M 0.17%
42,468
+1,277
164
$1.07M 0.17%
22,355
+836
165
$1.07M 0.17%
7,901
+992
166
$1.04M 0.17%
22,042
+1,552
167
$1.03M 0.16%
6,378
+197
168
$1.03M 0.16%
33,756
169
$1.01M 0.16%
9,316
+893
170
$999K 0.16%
11,039
+1,240
171
$995K 0.16%
20,472
+1,478
172
$970K 0.15%
22,510
+1,500
173
$968K 0.15%
121,840
+1,040
174
$961K 0.15%
7,773
+820
175
$950K 0.15%
14,781
+2,631
5 6
7
8 9