GDP

Great Diamond Partners Portfolio holdings

AUM $473M
1-Year Est. Return 16.36%
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.65M
3
+$3.07M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.2M

Top Sells

1
+$8.12M
2
+$3.92M
3
+$2.27M
4
CVX icon
Chevron
CVX
+$1.62M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.31M

Sector Composition

1 Healthcare 15.97%
2 Technology 12.73%
3 Consumer Staples 6.13%
4 Financials 6.07%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.19%
41,182
-21,633
27
$2.26M 1.16%
17,228
+551
28
$2.05M 1.05%
52,053
-10,615
29
$1.96M 1.01%
21,138
+4,326
30
$1.9M 0.98%
11,471
+44
31
$1.86M 0.96%
29,212
-696
32
$1.82M 0.94%
36,437
+6,964
33
$1.79M 0.92%
17,881
+118
34
$1.71M 0.88%
27,199
-4,000
35
$1.61M 0.83%
16,500
-460
36
$1.6M 0.82%
24,290
-149
37
$1.58M 0.82%
11,840
+217
38
$1.52M 0.78%
49,136
-2,109
39
$1.33M 0.68%
24,875
-7,346
40
$1.25M 0.64%
2,832
-127
41
$1.23M 0.64%
11,052
+324
42
$1.21M 0.62%
7,535
-422
43
$1.14M 0.59%
8,032
-1,297
44
$1.11M 0.57%
9,231
+235
45
$1.1M 0.57%
24,140
+21,838
46
$1.07M 0.55%
31,407
-438
47
$1.06M 0.54%
11,695
-1,601
48
$1.04M 0.54%
21,847
+2,395
49
$1M 0.52%
17,280
-60
50
$995K 0.51%
18,259
+1,336
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