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
$345M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.41M
3
+$4.33M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$3.36M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.2M

Top Sells

1
+$5.89M
2
+$5.12M
3
+$3.89M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.78M

Sector Composition

1 Technology 11.89%
2 Healthcare 10.1%
3 Financials 6.69%
4 Industrials 5.06%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 1.02%
10,246
+913
27
$3.36M 0.97%
+134,772
28
$3.36M 0.97%
22,570
+1,858
29
$3.33M 0.96%
135,370
+4,410
30
$3.27M 0.95%
6,915
-226
31
$2.94M 0.85%
38,139
-6,535
32
$2.89M 0.84%
25,199
-138
33
$2.88M 0.83%
13,043
-962
34
$2.82M 0.82%
10,073
-1,095
35
$2.57M 0.74%
25,880
-609
36
$2.46M 0.71%
24,308
-4,145
37
$2.27M 0.66%
3,397
-336
38
$2.25M 0.65%
7,346
+549
39
$2.16M 0.63%
24,630
-2,147
40
$2.14M 0.62%
30,685
-3,691
41
$2.1M 0.61%
12,567
+7,062
42
$2.09M 0.61%
11,247
-1,417
43
$2M 0.58%
19,331
+1,091
44
$1.9M 0.55%
18,304
+491
45
$1.85M 0.54%
66,630
+780
46
$1.85M 0.53%
8,185
-191
47
$1.82M 0.53%
18,452
-1,178
48
$1.82M 0.53%
17,127
+58
49
$1.8M 0.52%
17,355
-1,606
50
$1.74M 0.5%
10,936
-888
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2
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