GDP
Great Diamond Partners Portfolio holdings
AUM
$473M
This Quarter Return
+6.97%
1 Year Return
+16.36%
3 Year Return
+67.76%
5 Year Return
+123.67%
10 Year Return
–
AUM
$263M
AUM Growth
–
Cap. Flow
+$263M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.3%
Holding
692
New
685
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 3000 ETF
IWV
|
$22.3M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$21.9M |
| 3 |
Idexx Laboratories
IDXX
|
$14.7M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$8.33M |
| 5 |
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% |
