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
$365M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$936K
3
+$911K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$906K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$706K

Top Sells

1
+$7.36M
2
+$1.09M
3
+$352K
4
CERN
Cerner Corp
CERN
+$305K
5
VZ icon
Verizon
VZ
+$273K

Sector Composition

1 Technology 14.06%
2 Healthcare 11.52%
3 Financials 7.36%
4 Consumer Discretionary 6.26%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 1%
99,756
+2,197
27
$3.6M 0.99%
32,663
+48
28
$3.48M 0.95%
23,319
+468
29
$3.47M 0.95%
35,650
+638
30
$3.45M 0.95%
21,083
+1,363
31
$3.4M 0.93%
7,912
+702
32
$3.26M 0.89%
13,533
+998
33
$3.2M 0.88%
19,824
+785
34
$3.14M 0.86%
23,460
-260
35
$3.14M 0.86%
57,270
+5,730
36
$3.09M 0.85%
18,840
+3,160
37
$3.09M 0.85%
3,684
+24
38
$3.03M 0.83%
24,660
+573
39
$2.91M 0.8%
37,321
+11,617
40
$2.83M 0.78%
25,199
41
$2.82M 0.77%
22,476
+1,105
42
$2.69M 0.74%
12,660
+860
43
$2.63M 0.72%
74,158
+200
44
$2.58M 0.71%
19,360
+5,300
45
$2.55M 0.7%
11,147
+377
46
$2.5M 0.68%
42,889
+1,023
47
$2.41M 0.66%
13,221
+912
48
$2.34M 0.64%
5,997
+741
49
$2.11M 0.58%
8,229
+14
50
$2.01M 0.55%
7,573
+242
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