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
401
$26K 0.01%
+962
402
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+256
403
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+368
404
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+2,076
405
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406
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+1,675
407
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408
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+621
409
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+165
410
$26K 0.01%
+480
411
$26K 0.01%
+588
412
$25K 0.01%
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413
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+312
414
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415
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416
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417
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418
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+700
419
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422
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+350
424
$24K 0.01%
+1,666
425
$24K 0.01%
+238