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
201
$714K 0.11%
13,299
+1,200
202
$714K 0.11%
18,365
-715
203
$707K 0.11%
47,025
-657
204
$697K 0.11%
6,721
+1,253
205
$670K 0.11%
4,377
+950
206
$664K 0.11%
46,864
+2,278
207
$663K 0.11%
18,976
+925
208
$643K 0.1%
7,227
+105
209
$640K 0.1%
5,107
210
$634K 0.1%
650
-10
211
$631K 0.1%
3,313
+2
212
$619K 0.1%
23,445
+4,175
213
$613K 0.1%
8,193
+2
214
$602K 0.1%
14,764
-16,334
215
$594K 0.09%
15,474
+1,440
216
$591K 0.09%
29,226
217
$577K 0.09%
11,854
+2,848
218
$573K 0.09%
6,268
219
$566K 0.09%
56,803
+8,513
220
$540K 0.09%
8,688
-159
221
$528K 0.08%
3,665
222
$518K 0.08%
8,048
+541
223
$515K 0.08%
2,008
-65
224
$509K 0.08%
200
225
$502K 0.08%
4,276
+207
7 8
9
10 11