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
176
$926K 0.15%
15,598
+1,260
177
$911K 0.14%
8,239
+109
178
$910K 0.14%
8,183
+478
179
$901K 0.14%
7,973
+551
180
$896K 0.14%
13,611
-717
181
$886K 0.14%
20,749
+4
182
$853K 0.14%
14,316
-1
183
$845K 0.13%
15,147
+1,253
184
$841K 0.13%
16,260
+1,380
185
$838K 0.13%
10,897
+684
186
$830K 0.13%
18,888
-438
187
$825K 0.13%
18,438
+208
188
$821K 0.13%
11,437
+319
189
$819K 0.13%
14,058
+1,348
190
$811K 0.13%
9,802
+6
191
$787K 0.12%
7,453
+4
192
$786K 0.12%
12,984
+5
193
$783K 0.12%
8,153
+1
194
$765K 0.12%
16,486
+864
195
$760K 0.12%
33,634
-16,997
196
$720K 0.11%
9,052
+2,130
197
$718K 0.11%
2,949
+7
198
$716K 0.11%
4,670
-517
199
$716K 0.11%
4,113
200
$714K 0.11%
9,391
-200
6 7
8
9 10