GDP

Great Diamond Partners Portfolio holdings

AUM $516M
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
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
676
$0 ﹤0.01%
+9
677
0
678
0
679
0
680
$0 ﹤0.01%
+31
681
0
682
$0 ﹤0.01%
+2,000
683
$0 ﹤0.01%
+92
684
$0 ﹤0.01%
+15
685
$0 ﹤0.01%
+7
686
$0 ﹤0.01%
+1
687
$0 ﹤0.01%
+20
688
$0 ﹤0.01%
+8
689
0
690
$0 ﹤0.01%
+4
691
$0 ﹤0.01%
+4
692
$0 ﹤0.01%
+23