GIA
GHP Investment Advisors Portfolio holdings
AUM
$2.26B
1-Year Return
16.94%
This Quarter Return
+5.82%
1 Year Return
+16.94%
3 Year Return
+64.16%
5 Year Return
+118.81%
10 Year Return
+241.04%
AUM
$363M
AUM Growth
+$24M
(+7.1%)
Cap. Flow
+$6.47M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
30.32%
Holding
285
New
20
Increased
168
Reduced
48
Closed
17
Top Buys
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$998K |
| 2 |
Schwab International Small-Cap Equity ETF
SCHC
|
$844K |
| 3 |
Apple
AAPL
|
$843K |
| 4 |
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
|
$750K |
| 5 |
Amgen
AMGN
|
$708K |
Top Sells
Sector Composition
| 1 | Technology | 10.72% |
| 2 | Industrials | 7.49% |
| 3 | Financials | 7.48% |
| 4 | Healthcare | 7.45% |
| 5 | Consumer Staples | 5.65% |
