GDP

Great Diamond Partners Portfolio holdings

AUM $516M
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$21.9M
3 +$14.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.33M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.17%
2 Technology 12.51%
3 Financials 7.2%
4 Industrials 6.44%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$61K 0.02%
+1,368
277
$59K 0.02%
+1,008
278
$58K 0.02%
+495
279
$58K 0.02%
+556
280
$58K 0.02%
+210
281
$57K 0.02%
+1,009
282
$57K 0.02%
+1,104
283
$57K 0.02%
+815
284
$56K 0.02%
+1,523
285
$56K 0.02%
+341
286
$56K 0.02%
+665
287
$56K 0.02%
+236
288
$56K 0.02%
+774
289
$55K 0.02%
+312
290
$55K 0.02%
+1,375
291
$53K 0.02%
+183
292
$53K 0.02%
+1,436
293
$53K 0.02%
+249
294
$52K 0.02%
+2,280
295
$52K 0.02%
+893
296
$51K 0.02%
+2,000
297
$51K 0.02%
+254
298
$51K 0.02%
+513
299
$49K 0.02%
+800
300
$49K 0.02%
+2,429