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
626
$3K ﹤0.01%
+61
627
$3K ﹤0.01%
+239
628
$3K ﹤0.01%
+51
629
$3K ﹤0.01%
+50
630
$3K ﹤0.01%
+33
631
$3K ﹤0.01%
+207
632
$3K ﹤0.01%
+117
633
$3K ﹤0.01%
+104
634
$3K ﹤0.01%
+132
635
$3K ﹤0.01%
+83
636
$3K ﹤0.01%
+136
637
$3K ﹤0.01%
+458
638
$3K ﹤0.01%
+162
639
$3K ﹤0.01%
+31
640
$3K ﹤0.01%
+69
641
$3K ﹤0.01%
+33
642
$3K ﹤0.01%
+106
643
$3K ﹤0.01%
+101
644
$2K ﹤0.01%
+25
645
$2K ﹤0.01%
+78
646
$2K ﹤0.01%
+132
647
$2K ﹤0.01%
+64
648
$2K ﹤0.01%
+87
649
$2K ﹤0.01%
+102
650
$2K ﹤0.01%
+62
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