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
$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
576
$9K ﹤0.01%
+172
577
$8K ﹤0.01%
+300
578
$8K ﹤0.01%
+145
579
$8K ﹤0.01%
+190
580
$8K ﹤0.01%
+212
581
$7K ﹤0.01%
+154
582
$7K ﹤0.01%
+124
583
$7K ﹤0.01%
+1,041
584
$7K ﹤0.01%
+34
585
$7K ﹤0.01%
+92
586
$6K ﹤0.01%
+97
587
$6K ﹤0.01%
+102
588
$6K ﹤0.01%
+1,088
589
$6K ﹤0.01%
+41
590
$5K ﹤0.01%
+166
591
$5K ﹤0.01%
+61
592
$5K ﹤0.01%
+108
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$5K ﹤0.01%
+463
594
$5K ﹤0.01%
+114
595
$5K ﹤0.01%
+48
596
$5K ﹤0.01%
+45
597
$5K ﹤0.01%
+42
598
$5K ﹤0.01%
+100
599
$5K ﹤0.01%
+164
600
$5K ﹤0.01%
+158