GDP

Great Diamond Partners Portfolio holdings

AUM $520M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
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
+$21.3M
2
+$21M
3
+$14.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.97M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.79M

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
351
$37K 0.01%
+737
352
$37K 0.01%
+257
353
$37K 0.01%
+916
354
$36K 0.01%
+84
355
$36K 0.01%
+74
356
$36K 0.01%
+395
357
$36K 0.01%
+1,500
358
$35K 0.01%
+468
359
$35K 0.01%
+866
360
$35K 0.01%
+257
361
$35K 0.01%
+500
362
$35K 0.01%
+1,508
363
$35K 0.01%
+247
364
$35K 0.01%
+1,839
365
$34K 0.01%
+1,308
366
$34K 0.01%
+579
367
$34K 0.01%
+1,300
368
$33K 0.01%
+600
369
$33K 0.01%
+369
370
$33K 0.01%
+1,201
371
$33K 0.01%
+103
372
$33K 0.01%
+646
373
$33K 0.01%
+1,207
374
$33K 0.01%
+400
375
$32K 0.01%
+195
13 14
15
16 17