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
601
$5K ﹤0.01%
+156
602
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+38
603
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+121
604
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605
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+19
606
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607
$5K ﹤0.01%
+115
608
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+107
609
$4K ﹤0.01%
+52
610
$4K ﹤0.01%
+46
611
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+164
612
$4K ﹤0.01%
+76
613
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614
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615
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616
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617
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618
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+33
619
$4K ﹤0.01%
+5,000
620
$4K ﹤0.01%
+53
621
$4K ﹤0.01%
+70
622
$4K ﹤0.01%
+42
623
$4K ﹤0.01%
+23
624
$4K ﹤0.01%
+200
625
$3K ﹤0.01%
+135